Wealth Financial Services & Tax Advisory Employee Directory

Financial ServicesIllinois, United States11-50 Employees

At Wealth Financial Services & Tax Advisory (WFSTA), we believe financial security should equip you, not limit you. As independent fiduciary advisors, we craft personalized, tax-efficient strategies to help our clients build, protect, and preserve wealth without unnecessary stress.

For nearly two decades, we’ve helped individuals, families, and business owners retire confidently, minimize taxes, and maximize life. Our client-first approach ensures that every financial decision is rooted in integrity, transparency, and long-term success.

We guide clients through our proven Safe & Secure Retirement Road Map©, a step-by-step process designed to help them plan for a future beyond what they thought possible.

How We Help:

➤ Retirement Income Planning – Secure your future with structured, reliable income.
➤ Tax Optimization & Wealth Preservation – Keep more of what you earn.
➤ Investment Management – Strategies tailored to your goals.
➤ Estate & Legacy Planning – Protect and pass on your wealth.
➤ Social Security & Medicare Guidance – Make informed decisions.
➤ Business Succession Planning – Smart financial solutions for entrepreneurs.

Why Choose WFSTA?

➤ Independent & Fiduciary-Driven – We work for you, not a corporation.
➤ Holistic Financial Planning – Tax strategies and wealth management for long-term success.
➤ Client-Focused Approach – Lifelong partnerships, not transactions.
➤ A Culture of Care & Community – We believe in building relationships, not just portfolios.

Your financial future isn’t just about numbers—it’s about freedom. If you're ready to live today while planning for tomorrow, let’s build a plan that works for you.

Contact us at 847.499.3454 or visit www.WFSTA.com

Interested in joining our team?

We’re always on the lookout for growth-oriented, collaborative professionals who align with our Core Values. If you’re excited about what we’re building and believe you can make an impact, submit your resume via https://wfsta.com/careers/

Find Wealth Financial Services & Tax Advisory employees' phone numbers or email addresses

Wealth Financial Services & Tax Advisory Global Highlights

North America
37

United States Of America
37

Europe
4

Greece
4

Wealth Financial Services & Tax Advisory's Leadership

J. S.
Chief Administrative Officer
Mobile Phone
Email
C. F.
Founder And Principal
Mobile Phone
Email
A. T.
Founder & Principal Advisor
Mobile Phone
Email
C. S.
New Business Manager
Mobile Phone
Email
L. F.
Tax Preparer
Mobile Phone
Email

Wealth Financial Services & Tax Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Wealth Financial Services & Tax Advisory

Name

Title

Contact Info

Location

Last Update

C. F.
Founder And Principal
Mobile Phone
Email
United StatesFlorida
Aug 09, 2025
J. S.
Chief Administrative Officer
Mobile Phone
Email
Oct 20, 2025
A. T.
Founder & Principal Advisor
Mobile Phone
Email
United StatesNew York
May 08, 2025
C. S.
New Business Manager
Mobile Phone
Email
United StatesNorth Carolina
Sep 12, 2024
L. F.
Tax Preparer
Mobile Phone
Email
United StatesGeorgia
Nov 11, 2025

Frequently Asked Questions

What is Wealth Financial Services & Tax Advisory known for?

Wealth Financial Services & Tax Advisory was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 600 North Buffalo Grove Road 100 Buffalo Grove, Illinois 60089 United States; you can contact the main corporate office by phone at

+1-847-499-****

. Explore Wealth Financial Services & Tax Advisory's company overview page for more information.

What is Wealth Financial Services & Tax Advisory's most common email format?

Wealth Financial Services & Tax Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Financial Services & Tax Advisory email formats with LeadIQ.

How many employees does Wealth Financial Services & Tax Advisory have currently?

Wealth Financial Services & Tax Advisory has approximately 30 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wealth Financial Services & Tax Advisory's key employees and leadership?

As of March 2026, Wealth Financial Services & Tax Advisory's key employees include:

Chief Administrative Officer: J. S.
Founder And Principal: C. F.
Founder & Principal Advisor: A. T.
New Business Manager: C. S.
Tax Preparer: L. F.

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