What departments does Wealth Strategies have?

Wealth Strategies has employees across 6 departments including Operations, Administrative, Program & Project Management, Support, Finance.

What is the largest department at Wealth Strategies?

The largest department at Wealth Strategies is Finance with 15 employees.

Where are Wealth Strategies employees located globally?

Wealth Strategies has employees across 5 continents and 7 countries including South Africa, Cambodia, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Mexico.

How has Wealth Strategies's team size changed over time?

Wealth Strategies's team has decreased from approximately 99 to 80 employees based on available data.

Wealth Strategies Employee Directory

Q: Who are Wealth Strategies's key employees and leadership?

Wealth Strategies's key employees include: Executive Assistant To Chief Executive Officer: S. C., President: R. W..

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.

Wealth Strategies Global Highlights

North America
124

United States Of America
122
Mexico
1
Canada
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
4

Africa
1

South Africa
1

Asia
1

Cambodia
1

Oceania
1

New Zealand
1

Wealth Strategies's Leadership

R. W.
President
Mobile Phone
Email
S. C.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
D. W.
Owner
Mobile Phone
Email
R. B.
Managing Partner
Mobile Phone
Email
T. T.
Owner
Mobile Phone
Email
G. H.
Director Of Advanced Planning
Mobile Phone
Email
J. M.
Director Of Client Services
Mobile Phone
Email
K. Z.
Investment Operations Manager
Mobile Phone
Email

Wealth Strategies Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other

Contact profiles from Wealth Strategies

Name

Title

Contact Info

Location

Last Update

J. O.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
J. G.
Work Experience
Mobile Phone
Email
United KingdomSurrey
Feb 02, 2024
R. H.
Financial Analyst
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
T. F.
Insurance Producer
Mobile Phone
Email
Oct 23, 2024
T. G.
Financial Representative
Mobile Phone
Email
United StatesUtah
Nov 12, 2025
M. N.
Mobile Phone
Email
Jul 08, 2024
M. D.
Senior Business Development Manager Hedge Funds
Mobile Phone
Email
United KingdomEngland
Apr 17, 2026

Frequently Asked Questions

What is Wealth Strategies known for?

Wealth Strategies operates in the Financial Services industry. The company's main headquarters is located in 6455 South Yosemite Street Suite 425 Greenwood Village, Colorado 80111 United States. Explore Wealth Strategies's company overview page for more information.

What is Wealth Strategies's most common email format?

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

How many employees does Wealth Strategies have currently?

Wealth Strategies has approximately 115 employees as of June 2026. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are Wealth Strategies's key employees and leadership?

As of June 2026, Wealth Strategies's key employees include:

President: R. W.
Executive Assistant To Chief Executive Officer: S. C.
Owner: D. W.
Managing Partner: R. B.
Owner: T. T.

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Wealth Strategies Employee Directory

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