Wealth Advisory Group

Wealth Advisory Group, based in Los Alamitos, CA, is an independent financial services firm specializing in insurance funding for high-net-worth individuals, family-owned companies, and banks worldwide. Led by Enrique Escudero, a seasoned professional with over 20 years of experience in the industry, the firm offers sophisticated financial strategies and products for executives, professionals, entrepreneurs, and family-owned businesses, including estate planning analysis, premium financing solutions, and wealth succession and preservation programs.

As a member of M Financial Group, Wealth Advisory Group operates independently from M Holdings Securities, Inc., providing clients with personalized services and tailored solutions to meet their unique needs. With a focus on high net worth domestic and international clients, the firm has built a reputation for excellence in the insurance and financial services industry, earning recognition as a Million Dollar Round Table member and offering comprehensive expertise in life, disability, and health insurance products.

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