Wealth Advisors Group

Specialties

Investment Management

Wealth Advisors Group offers three distinct investment management programs designed to respond to your specific needs and income. Each program offers quarterly or semi-​annual reporting, personal reviews, asset allocation/​rebalancing, on-​going investment management advice, distribution planning, and income design. We invite your call to learn more about these programs and services.

Financial Planning

We have assisted hundreds of individuals in achieving their financial goals through achievable and manageable planning.

When developing a plan, we not only determine the amount of wealth required to achieve your desired lifestyle but also study your entire financial situation. We examine the presence or potential need for such financial tools as insurances, modifications in estate planning to avoid long-​term tax issues and more, thereby accounting for every aspect of your financial well-​being.

History

Established in 2002.

For more than 20 years, Dave Urovsky, founder of Wealth Advisors Group, has helped Maryland residents achieve their financial goals through comprehensive financial planning and investment management. Much more than a brokerage, our team of professionals plays an active role in the long-​term success of our clients’ financial lives. Our clientele is broad-​based and includes school teachers, hospital employees, and small business owners who live and work in our community. Over the decades we’ve watched as our clients have achieved their financial goals through well-​conceived planning and commitment.

Our service to clients has resulted in many long-​term relationships. We are honored by the confidence our clients have in us and the firm’s extremely high client retention rate. Should you want assistance with your financial planning or investment management, we would sincerely welcome your inquiry.

Meet the Business Owner

Dave U.

Business Owner

David Urovsky, founder of Wealth Advisors Group, oversees investment research for individuals, families and small businesses. He has been advising clients in all aspects of financial planning and money management for more than 20 years. «Regardless of your given stage in life, there is always the potential for improving your financial situation,» says Dave.

In order to establish a solid investment program, Dave makes recommendations with the intention that an investment be held for a 3 – 5 year period or longer — not withstanding marketplace changes.

Dave earned an MBA degree in finance from Loyola College in 1992 and a BA degree in economics from the University of Maryland in 1987. His financial licenses include Series 7, 24, 30, 31, 51, 63, and 65, as well as life, health and long-​term care insurance. He is a member of the Financial Planning Association of the National Capital Area and the Suburban Maryland Estate Planning Council.