Broker Check

The Wealth Strategies Group

The Wealth Strategies Group was founded under the guiding principle that comprehensive wealth counseling combined with independent investment advice will provide high net worth clients with complete trust in our integrity, competence and execution.

The Wealth Strategies Group has chosen LPL Financial, the largest independent broker/dealer in the country, as reported by Financial Planning magazine, June 1996-2014, based on total revenue, as our clearing partner. With over $485 Billion Advisory & Brokerage Assets under advisement, based on publicly filed information as of December 31, 2014, LPL Financial adds a further layer of efficiency and opportunity to our seamless client experience.

  • The Wealth Strategies Group is a boutique consulting firm. We create innovative customized strategies for each client and execute 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.*
  • Independent, objective financial advice prevents conflicts of interest that may arise from a firm's propriety products.
  • We devote significant time and attention to understanding each client. By knowing each client, our well thought out wealth planning strategies build long lasting trusted relationships.

*Individuals that make up the Solution Network are not affiliated with LPL Financial