Michael Bass, Aif® Email & Phone Number

At WORLD, we help organizations by deploying modern employee benefit plans, HR advisory resources, Benefits-Admin technology, Compliance, Payroll, and 401(k) plans; coupled with a full-scale employee benefits communications strategy to fully engage your team.

Principal and Advisor with Wealth Advisory Group, A World Company, 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. In addition, he currently holds an Accredited Investment Fiduciary (AIF®) designation, is a FINRA Series 7 and Series 65 licensed professional and is a Charter Member of Business Leaders Network and e-Consortium.