Wealth Strategies & Management Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Wealth Strategies & Management (WS&M) is a financial services firm based in Stroudsburg, Pennsylvania, offering a comprehensive suite of advisory and planning services. The firm emphasizes combining the resources typically associated with larger institutions with the personalized service characteristic of boutique practices, aiming to support a diverse client base across 23 states. Its offerings include investment opportunities, retirement planning, fixed-income management, education savings, business services, and insurance and estate planning strategies, addressing the needs of financial professionals, business owners, pre-retirees, and retirees. WS&M operates through relationships with clients and access to a broad range of financial strategies, and its securities are offered through LPL Financial, with investment advice provided by Private Advisor Group, LLC as a registered investment advisor. The company describes itself as separate from its broker-dealer and advisory partners, and it notes regulatory disclosures related to representations by third parties and where it is registered to do business. }#

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