Wealth Strategies treats each individual as just that—an individual. While other investment firms put investors in predefined “boxes” for stocks, bonds, mutual funds and insurance programs, Wealth Strategies customizes each investment plan by addressing your specific goals and needs. To accomplish this we utilize two primary tools. The first is a simple questionnaire that helps us learn more about you. Depending upon your risk tolerance, there are a number of high, moderate and low risk investment opportunities. The second tool is the complimentary initial consultation. During this meeting, our Financial Planners will meet with you to learn about your investment history as well as your immediate and future financial goals.

Wealth Strategies reviews each client's portfolio on a regular basis, rebalancing as needed.  We do not receive commissions on any trades, and nearly all of our mutual fund recommendations are load-free.  We utilize Morningstar and TD Ameritrade as our investment custodians.

Contact us today to schedule your complimentary initial consultation.