Our Firm
A 40-Year Legacy of Financial Partnership
For more than 40 years, Westchester Benefit Group (WBG) has been a trusted partner to business owners, families, and professionals seeking clarity and confidence in their financial decisions. Founded by Robert Loeb, CFP®, with a vision to provide objective, comprehensive guidance, WBG has grown into a multifaceted advisory firm — uniting wealth management and employee benefits consulting under one shared mission: to simplify complexity and empower better outcomes.
We are proud to serve as a one-stop financial resource for small to mid-sized businesses and their owners — providing coordinated expertise in wealth management, financial planning, insurance, retirement plans, and employee benefits. This integrated approach allows us to deliver holistic strategies that support both your business and personal financial goals.
Waterway Wealth Advisors — Comprehensive Financial Planning & Wealth Management
Our wealth management division, operating as Waterway Wealth Advisors, provides holistic financial planning and investment management for individuals, families, and business owners.
We take a planning-first, technology-driven approach, developing customized strategies that evolve with your goals and life transitions. Using advanced planning software and data analytics, we help clients visualize their entire financial picture — aligning investment, tax, retirement, and estate strategies into one cohesive plan.
Our advisory team specializes in:
Comprehensive financial and retirement planning
Tax-efficient investment management
Business owner and liquidity planning
Estate and legacy strategies
Insurance and risk management
At Waterway Wealth Advisors, our goal is simple: to help you grow, preserve, and transition wealth with confidence — while minimizing lifetime taxes and maximizing long-term opportunity.
Westchester Benefit Group — Employee Benefits Consulting
Our firm’s heritage lies in helping businesses design and manage effective employee benefit programs. Through Westchester Benefit Group, we partner with small and mid-sized companies to provide innovative, cost-conscious benefit strategies that attract and retain talent while controlling expenses.
We work closely with employers to streamline administration, reduce risk, and ensure compliance — allowing business owners to focus more on growth and less on complexity.
Our benefit solutions include:
Group health and ancillary plans
Retirement plan consulting
Executive compensation and key-person coverage
Compliance support and vendor management
By combining decades of expertise with a consultative approach, we deliver benefit programs that serve both the business and its people.
Our Philosophy
At WBG, our philosophy is simple: to provide objective advice, innovative solutions, and enduring relationships built on trust.
We are one firm with two complementary divisions, united by a shared purpose — helping clients plan confidently, protect what matters most, and build a more secure financial future.
Rooted in integrity, creativity, and a deep commitment to service, we continue to honor the same principles that inspired our founding over four decades ago.