Wealth Strategies Email Format
Financial ServicesColorado, United States51-200 Employees
Wealth Strategies operates in the financial services sector, providing securities products and advisory services to individuals, families, and business owners. Based in Greenwood Village, Colorado, the firm aims to align wealth management with clients' life goals and priorities, not solely asset accumulation. Its securities and advisory offerings are delivered through Park Avenue Securities LLC (PAS), a FINRA/SIPC-registered broker-dealer that is a subsidiary of Guardian Life Insurance Company of America. The organization functions as a wealth management practice within the broader financial services industry, serving clients seeking integrated guidance on wealth planning, protection, and growth. Wealth Strategies Group is not affiliated with PAS or Guardian, though PAS provides the active brokerage and advisory framework for the firm's offerings.