Insights

Niche Market Focus FSR Wealth Strategies specializes in tax-focused retirement planning, which presents an opportunity to offer advanced tax planning tools, software, or partnerships with financial technology providers to enhance their personalized tax minimization strategies.

Holistic Financial Services Their comprehensive approach to managing investments, insurance, and tax planning suggests potential for upselling integrated financial management solutions or innovative financial planning platforms that can streamline their service delivery.

Growth Potential With an annual revenue between 10M to 25M and a small team, there is room for expansion and new service offerings, making them receptive to scalable financial technology, client engagement tools, or marketing services to support growth initiatives.

Technology Stack Utilizing tools like Fathom, RSS, and JSON-LD indicates openness to digital solutions, providing an opening to introduce advanced analytics, automation, or content management solutions to improve client insights and operational efficiency.

Market Positioning Competing in a space with large firms like Fidelity and Morgan Stanley, FSR Wealth Strategies could benefit from targeted marketing and brand-building services that emphasize personalized and community-oriented branding to differentiate within the competitive financial advisory landscape.

FSR Wealth Strategies Tech Stack

FSR Wealth Strategies uses 8 technology products and services including Fathom, RSS, Open Graph, and more. Explore FSR Wealth Strategies's tech stack below.

  • Fathom
    Analytics
  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Perfmatters
    Web Platform Extensions
  • Nginx
    Web Servers
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

FSR Wealth Strategies's Email Address Formats

FSR Wealth Strategies uses at least 2 format(s):
FSR Wealth Strategies Email FormatsExamplePercentage
FLast@fsrwealth.comJDoe@fsrwealth.com
90%
First.Last@fsrwealth.comJohn.Doe@fsrwealth.com
10%

Frequently Asked Questions

Where is FSR Wealth Strategies's headquarters located?

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FSR Wealth Strategies's main headquarters is located at 444 North York Street Elmhurst, Illinois 60126 United States. The company has employees across 1 continents, including North America.

What is FSR Wealth Strategies's official website and social media links?

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FSR Wealth Strategies's official website is wellment.com and has social profiles on LinkedIn.

What is FSR Wealth Strategies's NAICS code?

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FSR Wealth Strategies's NAICS code is 52 - Finance and Insurance.

How many employees does FSR Wealth Strategies have currently?

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As of March 2026, FSR Wealth Strategies has approximately 14 employees across 1 continents, including North America. Key team members include Advisor: S. P.. Explore FSR Wealth Strategies's employee directory with LeadIQ.

What industry does FSR Wealth Strategies belong to?

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FSR Wealth Strategies operates in the Financial Services industry.

What technology does FSR Wealth Strategies use?

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FSR Wealth Strategies's tech stack includes FathomRSSOpen GraphFont AwesomeJSON-LDPerfmattersNginxjQuery Waypoints.

What is FSR Wealth Strategies's email format?

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FSR Wealth Strategies's email format typically follows the pattern of FLast@fsrwealth.com. Find more FSR Wealth Strategies email formats with LeadIQ.

When was FSR Wealth Strategies founded?

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FSR Wealth Strategies was founded in 1988.

FSR Wealth Strategies

Financial ServicesIllinois, United States11-50 Employees

We are tax-focused retirement strategists and partners, delivering a smart, simple plan so you can spend and live with confidence, freedom, and comfort.

Our purpose is to help make retirement the best part of your life. With a supportive and authentic team by your side, we turn financial complexity into a clear path—freeing you to focus on what truly matters most.

We've built our company on three core pillars to optimize your retirement potential and simplify your life.

Smart Tax-Focused Retirement Planning: Taxes have the greatest impact on your retirement, which is why we build tax planning into everything we do. With in-house CPAs, proactive tax prep, and personalized tax minimization strategies, you keep more of what you’ve earned.

Your Entire Fiscal House, Under One Roof: We help you manage every part of your financial life—from investments and insurance to tax planning and retirement preparation, so you can own your retirement with confidence.

A Community Where You Belong: At Wellment Financial, you’ll find a community that grows with you, through lasting relationships, meaningful conversations, and shared experiences to help make this chapter the best part of your life.

Section iconCompany Overview

Headquarters
444 North York Street Elmhurst, Illinois 60126 United States
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    FSR Wealth Strategies's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    FSR Wealth Strategies's revenue is estimated to be in the range of $10M$25M

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