Broker Check

Wealth Coaching

Few decisions are more complex and profound than how to establish and implement a lifelong plan to help accumulate, manage, and maintain your personal wealth. In addition to personal needs and desires, one must consider one’s relationships with children and other family members, as well as a host of investment, legal, tax, and related matters.

The professionals at Wealth Strategies, Inc. have a clear vision of our role as wealth planning advisors. We believe successful wealth planning starts with understanding your financial situation, preferences, and goals. We utilize this information to guide you in evaluating and selecting strategies that help build and preserve assets during your lifetime and beyond. Our ability to establish strong client relationships helps ensure we maintain a clear understanding of your situation and anticipate necessary revisions.

With the vast number of investment choices available in today’s market, there is a greater need to understand the risks and rewards attached to your decisions.  Which investments choices will help lead you down the path to financial independence, and which will steer you away from your financial goals? 

As independent advisors, our coaching team can offer impartial guidance that directs you toward your financial objectives. While we ensure that you are well informed of your options, the final investment decisions are yours to make. With our holistic and comprehensive approach to investment advising, we review everything from your short and long-term goals to your risk tolerance to help you identify suitable investments for your particular situation.

We will work with you to define specific objectives and develop a personal plan. We are adept at coordinating our services with those of your attorney, accountant, and other advisors to design a plan to help you achieve your goals. We can also recommend appropriate advisors if needed. We will address the following areas tailored to your situation: 

  • Family Wealth Planning
  • Estate Planning Strategies
  • Retirement Planning
  • Tax Planning Strategies
  • Gifting to Family
  • Charitable Giving