Broker Check

Our Services

Wealth Strategies, Inc. is a financial services firm whose professionals provide comprehensive financial, estate, and investment planning. We concentrate on advising individuals, including CEOs and other senior executives, business owners, and families. As independent advisors, we are committed to providing unbiased advice when it comes to your financial services needs.

We provide the following services:

  • Wealth Planning and Preservation Strategies
  • Retirement and Pension Planning
  • Investment Priority Planning
  • Insurance Planning
  • Income Replacement
  • Estate Planning
  • Employee Benefits Analysis

Our goal is to be your most trusted advisor - integrally involved in all of your financial affairs and the first call you make when considering a financial transaction. We approach planning with the purpose of devising and implementing goal-oriented strategies that add value to your financial well-being.

Planning will be focused around face-to-face interactive meetings driven by your long-term goals and immediate concerns.

  • We will proactively bring ideas and concepts to you for consideration.
  • We will take the initiative to coordinate with the appropriate professionals to implement each strategy agreed upon.
  • We realize that "planning" brings little, if any value if not ultimately acted upon.
  • We will not deliver "a plan" and leave it up to you to take action. Rather, we will develop a lifelong relationship based on the concept that financial planning is a continuing and evolving value added process, not a one time "transaction".

While we strongly believe that, in most instances, your financial future will be best served as part of the Wealth Strategies Planning Process™, the investment advisory services of our professionals are also offered as a stand-alone service. Regardless, we will work with your advisors to ensure that a coordinated effort is put forth to help you reach your goals.