history and core values

An independent firm with a personalized approach to establishing its clients' financial legacies.

About Strategies Wealth Advisors

Founded in 2007, Strategies Wealth Advisors is an independent wealth management firm known for expert financial advice, personalized recommendations, and the close relationships we share with you. Our mission is to help you achieve your financial goals by managing your assets, protecting your wealth, and establishing your financial legacy.

Prior to 2007, Strategies Wealth Advisors had operated as a partner for a larger financial firm. This restricted our team’s consulting approach and limited the investment and insurance opportunities we could share with you. By gaining independence and adopting a fee-based system, we are no longer limited to any one fund family or insurance provider.

Strategies Wealth Advisors has adopted a team approach to serving you. By partnering with some of the best-in-class 401(k) providers, insurance companies, and adding talented and experienced teammates with expertise in taxation, accounting, and estate planning, this has added depth and diversification to serving you and your unique (and often complex) needs.

Is there a fit?

Strategies Wealth Advisors is driven to help you while reducing the fear and anxiety associated with financial planning. We value understanding individual client needs, addressing those needs through a team of diverse financial experts, and forging long-standing partnerships.

Our clients are typically long-term investors with busy professional lives or retirees. While working, these clients are entrepreneurs, corporate executives, medical professionals, and others with active lives and families. As a baseline, clients typically have assets of $500,000 or more and often have complex financial situations. Most Strategies Wealth Advisors clients do not have sufficient time, interest, or expertise to actively tend to their long-term financial needs, and require professional guidance for addressing issues ranging from retirement and estate planning to tax and investment strategies.

"Wealth isn't primarily determined by investment performance, but by investor behavior."

— Nick Murray, noted speaker, author, and financial professional

Contact Us

Strategies Wealth Advisors is an SEC registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified tax professional before implementing any strategy discussed herein.