7509 Madison Avenue,
We understand that everyone's financial situation is unique, and we're committed to providing you with the individualized attention and support you need to achieve your goals.
Wealth Strategies is a financial advisory firm that has been serving clients since 1980. We are based in Northern California and specialize in asset management.
We prioritize our clients time and needs and maintain our standard of being incredibly responsive. We believe that our clients' time is valuable and we work hard to ensure that their financial needs are met as efficiently as possible. We understand that money is a deeply personal and emotional topic, and we strive to provide a holistic relationship that isn't just about the numbers.
It is our philosophy that the more an investor understands and participates in the process, the better are the chances for success. If you would like to learn more about how we can help you achieve your financial goals, please feel free to contact us and we will be happy to assist you.
Hunter W. "Bill" Bailey
Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS,CAS
Bill is the founder of Wealth Strategies and has been providing financial services since 1980. He believes that the greatest value he can provide for his clients are honesty, integrity, and a strong commitment to his client's.
Investment Advisory Associate, CTS, CES, CFS, CIS, CAS, Co-Author
Nash is the firm's newest advisor but has been investing since he was 12 years old. He has co-authored a book and teaches class at a local college. Nash loves to stay current on new policies and trends.
Our advisors love giving back to the community. Check out some of the classes we’ve taught at our local colleges.
We love to empower people with knowledge and help them take control of their retirement finances which is why we created our book “Active Retirement Investing". In this book you will learn how to do your own investing, check on your current advisor, or learn how to find an advisor that suits your needs.
We’ve been featured as a guest on several podcasts. We love to chat with the community about retirement investing.