Insights

Client-First Product Portfolio Wealth Strategies Group offers a comprehensive range of financial products including insurance, retirement planning, college funding, and lifetime income solutions, presenting multiple cross-selling opportunities for complementary financial services.

Targeted Small Business Services With a focus on employee benefits and business financial strategies, the company is well-positioned to expand its offerings to small and medium-sized enterprises seeking tailored financial and insurance solutions.

Technical Infrastructure Advantage Utilizing advanced cloud and web technologies like AWS, Azure, and Cloudflare indicates a modern digital platform, which can be leveraged to develop new digital product offerings or enhance client engagement through streamlined online services.

Potential for Market Expansion Operating in a competitive industry alongside large firms like MassMutual and Fidelity, Wealth Strategies Group can focus on niche markets and personalized advisory services to differentiate and grow its clientele base.

Growth Opportunities With reported revenues between one and ten million dollars and a lean team, there is significant potential for growth through strategic partnerships, expanded marketing outreach, and leveraging financial advisory networks to attract high-net-worth clients.

Wealth Strategies Group, Latham NY Tech Stack

Wealth Strategies Group, Latham NY uses 8 technology products and services including Amazon Web Services, Cloudflare, SendGrid, and more. Explore Wealth Strategies Group, Latham NY's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • SendGrid
    Email Delivery
  • Nuxt.js
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • Azure Front Door
    Load Balancers
  • SWFObject
    Miscellaneous
  • Animate.css
    UI Frameworks

Media & News

Wealth Strategies Group, Latham NY's Email Address Formats

Wealth Strategies Group, Latham NY uses at least 1 format(s):
Wealth Strategies Group, Latham NY Email FormatsExamplePercentage
First.Last@wealthstrategiesgrp.comJohn.Doe@wealthstrategiesgrp.com
67%
FLast@wealthstrategiesgrp.comJDoe@wealthstrategiesgrp.com
33%

Frequently Asked Questions

Where is Wealth Strategies Group, Latham NY's headquarters located?

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Wealth Strategies Group, Latham NY's main headquarters is located at Latham, New York United States. The company has employees across 2 continents, including North AmericaEurope.

What is Wealth Strategies Group, Latham NY's phone number?

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You can contact Wealth Strategies Group, Latham NY's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Strategies Group, Latham NY's official website and social media links?

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Wealth Strategies Group, Latham NY's official website is wealthstrategiesgrp.com and has social profiles on LinkedIn.

What is Wealth Strategies Group, Latham NY's NAICS code?

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Wealth Strategies Group, Latham NY's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Strategies Group, Latham NY have currently?

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As of April 2026, Wealth Strategies Group, Latham NY has approximately 1 employees across 2 continents, including North AmericaEurope. Key team members include President: C. C.Executive Assistant To Chief Executive Officer: S. C.Owner: M. G.. Explore Wealth Strategies Group, Latham NY's employee directory with LeadIQ.

What industry does Wealth Strategies Group, Latham NY belong to?

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Wealth Strategies Group, Latham NY operates in the Financial Services industry.

What technology does Wealth Strategies Group, Latham NY use?

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Wealth Strategies Group, Latham NY's tech stack includes Amazon Web ServicesCloudflareSendGridNuxt.jsLodashAzure Front DoorSWFObjectAnimate.css.

What is Wealth Strategies Group, Latham NY's email format?

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Wealth Strategies Group, Latham NY's email format typically follows the pattern of First.Last@wealthstrategiesgrp.com. Find more Wealth Strategies Group, Latham NY email formats with LeadIQ.

Wealth Strategies Group, Latham NY

Financial ServicesNew York, United States0-1 Employees

John Forte, John Scheidegger, Nancy Rose, and Christopher Bowens with Wealth Strategies Group provide quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 26 Century Hill Drive, Latham NY 12110 John Forte and John Scheidegger are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are not licensed in all jurisdictions. Wealth Strategies Group is not owned or operated by New York Life Insurance Company or its affiliates. Latham Office: 518-220-4242

Section iconCompany Overview

Headquarters
Latham, New York United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Wealth Strategies Group, Latham NY's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Wealth Strategies Group, Latham NY's revenue is estimated to be in the range of $1M$10M

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