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How We Can Help You

At Wealth Strategies, we are committed to providing exceptional investment management services to our clients. Our knowledgeable staff works closely with our Advisers and clients to address all manner of administrative and financial requests. Our team provides in-depth analysis of investment portfolios and makes recommendations to bring their financial picture into alignment with their goals and risk tolerance.

In addition to investment management, we also review estate planning documents, beneficiary designations, insurable risk exposure, and tax situations for potential pitfalls and opportunities.

Please feel free to take a look at our full services list in more detail below. If you have any questions or concerns, don’t hesitate to contact us.

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Compassion-Based Administrative Concierge Services

Compassion-Based Administrative Concierge Services

Our administrative staff is deeply knowledgeable and experienced. We are dedicated to efficiently handling your concerns with care and attention to detail. We will always go the extra mile for you.


We believe in a hands-on approach to investment management. Our team of experienced advisers handle all aspects of our clients' investments. We do not use third-party management, as we believe outsourcing can lead to extra fees and decisions being made without first-hand knowledge of the client's unique investment goals and concerns.

Our investment services include, but are not limited to:

  • In-depth analysis of existing assets and portfolio allocations for suitability and expense
  • Individual security analysis using industry-leading research software
  • Creation of target portfolio(s) to align with clients investment objectives and risk tolerance
  • Ongoing review of assets, market conditions and client status to remain responsive and nimble in times of change

Financial Health Consultation

Our financial health consultation consists of a collection of your data and a summarized review of our findings. This type of consultation is designed to provide you with a consolidated overview of your financial health without overwhelming you with a 100-page report. By providing you with a consolidated overview of your financial health and actionable recommendations for improvement, our team can help you to make informed decisions about your finances and achieve your long-term financial goals.

Our financial health consultation includes:

  • Risk exposure review, including uninsured or underinsured risks
  • Estate planning review, including existing document review, beneficiary designations,
  • Trustee, charitable and qualified charitable distributions and/or executor designations
  • Review of current and future income needs including income sources and expenses

Retirement Income Planning

Retirement is a significant milestone in one's life, and it's essential to ensure that you have a steady stream of income to support your lifestyle throughout your retirement years.

Creating a retirement income strategy can be a complex and an overwhelming process. That's why we're here to help. We work with you to develop a retirement income strategy that is tailored to your unique needs and goals. Our services include, but are not limited to:

  • A review of income sources and needs
  • Portfolio allocations and products designed to create sustainable income
  • Systematic withdrawals 
  • Management of required minimum distributions


Investing can be complex and confusing, and it's essential to have a solid understanding of the fundamentals to make informed decisions about your investments. We can help you develop a comprehensive understanding of the investment landscape. We can also help you to understand the different types of investments available, as well as the risks and potential rewards associated with each investment.

Our investment education experience includes a variety of benefits for you to take advantage of, such as:

  • Workshops and classes 
  • Adviser-authored materials 
  • Web-based educational content 
  • Education and guidance to estate beneficiaries