Founded on the principle of comprehensive wealth counseling combined with independent investment advice, The Wealth Strategies Group is a boutique consulting firm that creates innovative customized strategies for each client and executes with impeccable service. Integrating the planning, accounting, and legal discipline through The Solution Network™ brings the best of class professionals to our high net worth client solutions. I
ndependent, objective financial advice prevents conflicts of interest that may arise from a firm's proprietary products. We devote significant time and attention to understanding each client, building long-lasting trusted relationships.
Independent, objective financial advice
Integration of planning, accounting, and legal disciplines
Customized strategies for high net worth clients
Services
Estate Planning
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Comprehensive wealth counselingIndependent investment adviceIntegration of planning, accounting, and legal disciplines
Investment Management
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Independent, objective adviceIntegration with The Solution Network™Customized strategies for high net worth clients
Insurance Strategy
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Consultative approachProtection of assets and financial futureStrategic decision-making
Credentials & Certifications
CFP®
CEP
ChFC
Frequently Asked Questions
What is The Wealth Planning Strategy™? +
An alternative to traditional financial planning that organizes your financial life to create confidence for each family member, focusing on direction, capability, and confidence.
How does The Wealth Strategies Group ensure objective advice? +
By being an independent consulting firm affiliated with LPL Financial, which has no proprietary products, allowing advisors to provide truly objective advice and investment recommendations.
What services are included in The Solution Network™? +
The Solution Network™ includes CPA’s, Estate Planning Attorneys, Mortgage Advisors, Insurance Specialists, Estate Services, Pension Consultants, and an Automobile Professional, providing strategic resources for comprehensive wealth management.
