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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Staff Profile

Stephanie Kress  Executive Administrative Assistant:
Stephanie Kress is the Executive Administrative Assistant  for Wealth Advisory Ltd.  Her duties include handling the administrative area while  helping clients. She also works with our broker-dealer and fund companies in the administrative capicity as well as running the office daily. Stephanie lives in the Hauppauge area with her husband and family.