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RECENT LEGISLATION
The Employee Benefits Security Administration (EBSA) enforces ERISA and provides compliance assistance to plan participants and beneficiaries. Click here to send an email to WAG requesting the latest laws and regulations regarding employee benefit plans.
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At Wealth Advisory Group, our leadership team has a breadth of experience across multiple disciplines to offer you a truly integrated solution to your wealth management needs. Our backgrounds include experience in investments, insurance, estate planning, education strategies/college funding, and corporate benefits. Whether working with an executive team at a small public company or a successful business owner trying to attract and retain employees, we have worked with such a variety of companies, people, and economic situations, and we bring those experiences to every client we serve. We have enjoyed the boom times and weathered the near recessions, but most importantly, we have built relationships with our clients based on knowledge and trust to withstand them all.
 Richard E. Craft, President of Wealth Advisory Group, has provided experience-based financial solutions to common issues facing companies and high net worth individuals throughout the Mid Atlantic region for more than 25 years.
Since beginning his career in 1981 with Karr Barth Associates through founding Wealth Advisory Group in 1993, Rick has focused on providing investment strategies, retirement readiness, estate planning, buy-sell & key person funding, effective employee benefit plans and successful retirement plans to a range of closely held, mid-sized and smaller public companies, as well as individuals.
Rick is also co-founder and President of Wealth Advisory Group’s subsidiary company, Corporate Benefits Alliance, Inc., a separately staffed, full service employee benefits consulting and brokerage insurance agency.
Rick graduated Cum Laude from Dickinson College, and received a BA in Economics & English. Rick is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College, as well as a licensed FINRA Series 7 and 65 professional. Professional affiliations include the Business Leaders Network, which he founded and is currently a Board Member, as well as the Founder of e-Consortium. Rick also serves as a member of the Dickinson College Philadelphia Regional Cabinet.
 Michael C. Bass, Principal and Managing Director of Wealth Advisory Group, has spent nearly two decades working directly with successful business owners and senior executives of public companies. Michael has focused on developing sophisticated strategies for retirement plan design and asset management; personal wealth & investment planning; and cost containment methodologies for employee benefit plans.
Michael approaches his work with the belief that entrepreneurs are unique when it comes to financial strategies because the business owner’s personal wealth is intertwined with the value of his or her business. By developing strategies specifically for these clients, Michael helps to create and preserve personal wealth while simultaneously hedging the impact of personal income and federal estate taxes. This philosophy has contributed to growing Wealth Advisory Group, Inc. into a preeminent asset management and wealth planning firm in the Philadelphia area.
Michael is also a co-founder and CEO of Wealth Advisory Group’s subsidiary company, Corporate Benefits Alliance, Inc., a separately staffed, full service employee benefits consulting and brokerage insurance agency.
Michael attended Villanova University where he pursued his B.S. in Finance in 1992. He is a currently FINRA Series 7 and Series 65 licensed professional and is a Charter Member of Business Leaders Network and e-Consortium.
 Brian A. Sullivan, Director of Insurance and Estate Planning, Brian Sullivan joins the Wealth Advisory Group with over 29 years of experience in insurance, investment, and tax planning. He began his career with Price Waterhouse in Philadelphia before joining Karr Barth Associates in 1987. He then joined Sullivan and Company LLC in 2000 to work with his father Joseph in providing insurance and estate planning solutions to their mutual clientele. Brian still continues to serve those most valued clients.
The Wealth Advisory Group provides Brian with the organizational support and the expanded service capabilities that are required in his growing practice. Brian provides depth to the firm’s clientele in the formulation of complex estate plan designs and strategies for generational wealth transfer.
Brian proudly attended Malvern Preparatory School and the Pennsylvania State University. He received his B.S. in Accounting, and graduated in 1982 “with distinction”.
 Andrew R. Dugery, A Retirement Plan Advisor, has provided experience-based financial solutions to common issues facing companies and individuals for more than nine years.
Andrew began his career in the Financial Services industry in 2002 with The Hartford serving numerous roles from Offshore Investment Specialist to Regional Director for The Hartford Mutual Funds. He then spent close to three years at Raymond James Financial Services in South Florida where he focused on improving and servicing Corporate Retirement Plans, as well as retirement planning for individuals.
Most recently, Andrew joined with Wealth Advisory Group, Inc to continue to focus on providing investment strategies, retirement readiness, effective employee benefit plans and successful retirement plans to a range of companies, as well as individuals.
Andrew graduated from the University of Colorado at Boulder, and received a BA in English Literature and a minor in Business Administration. Andrew is a licensed FINRA Series 6, 7, 63 and 65 professional.
 Stephen F. Ritner, Esq., Director of Corporate Planning,
Steve focuses his practice on helping small and middle market clients with a wide range of corporate and business matters. Steve is available to advise on Shareholders Agreements, Compensation Strategies, Mergers and Acquisitions, Growth and Valuation Strategies and General Corporate Counsel Services.
Steve’s 35+ years of corporate counseling assists our business owner clients with answers to everyday growth strategies and legal challenges. He is a seasoned corporate lawyer and a FINRA licensed investment banker.
Steve was previously in the corporate law group at Stevens & Lee and Blank Rome and was also an investment banker with Griffin Financial Group, a regional investment bank.
Steve is a graduate of George Washington University Law School, JD with Honors, 1972; and has a bachelor of science in
accounting from the University of Delaware.
Contact Wealth Advisory Group today at 800-332-5465 so we can explain the advantages of working with advisors rather than brokers. |
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