At Wealth Strategies our philosophy is simple: focus on the individual needs of our clients.
Rather than focus on selling trendy products or one-size-fits-all solutions, we take the time to hand craft each financial plan to the specific needs of each client.
Weaving together years of experience with a commitment to service, our partners founded this firm on three pillars:
Clients should be a partner in the planning process.
Wealth Strategies is focused on creating personalized relationships with each of our clients. We seek clients who are engaged, responsive, and eager to collaborate.
Financial plans should be customized to fit the needs of the client.
We listen to our clients’ needs and then utilize our knowledge and experience to deliver customized financial plans that offer solutions for complex problems.
Advisors should be free to provide independent advice.
Our mission is to be advisors, not salespeople. Our independence allows us to evaluate the available financial options and make our recommendations based solely on what we feel is best for our clients.
We know financial planning is a personal process, and we want to build lifelong relationships as we work together for our clients’ success.