Financial Strategies - Wealth Management Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Financial Strategies – Wealth Management Group, based in Santa Ana, California, operates as an independent, fee-based fiduciary Registered Investment Advisor in the financial services sector. The firm concentrates on growing and protecting wealth through retirement planning, lifestyle security, and tax-efficient strategies, with a focus on retirement income and safety-oriented approaches. It provides broad access to investments and offers institutional money management alongside services for individuals and businesses.

Its client base includes professionals and higher-earning individuals seeking planning for accumulation and eventual distribution, including college funding and Deferred Sales Trusts. The firm manages retirement accounts such as IRAs, Roth IRAs, and employer-sponsored plans, and it reviews 401(k)s and similar plans to help prevent outliving assets while reducing tax liability. As a small, independent practice, it positions itself apart from corporate brokers and has indicated expansion through hiring licensed advisers, while offering a free initial consultation.

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