Wealth Strategies & Management Employee Directory

Financial ServicesUnited States2-10 Employees

Wealth Strategies & Management LLC (WS&M) offers a unique approach to financial services, providing the depth of resources most associated with a large firm and combining it with the personalized customer service expected of a boutique advisory firm. Currently, WS&M services a broad range of clientele across 23 states including other financial professionals, business owners, pre-retirees and retirees. WS&M prides itself on its superior attention to client relationships and access to a broad selection of financial strategies. Among these are investment opportunities, retirement planning strategies, institutional fixed-income management, education savings solutions, business services, and insurance and estate planning strategies.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.
Private Advisor Group, LLC and Wealth Strategies & Management, LLC are separate entities from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am/we are registered to do business, please visit https://www.wsandm.com or The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, ME, MI, NC, NE, NJ, NY, PA, RI, SC, TN, TX, VA, VT, and WA.

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