Financial Strategies Wealth Management LLC

Overview

Financial Strategies Wealth Management LLC is a privately held limited liability company that provides fee-based portfolio management to individuals, families and small businesses. The firm is owned by an individual and bills clients as a percentage of assets under management. Its stated advisory focus is portfolio management for individual and small-business clients rather than institutional pension consulting or multi-state advisory programs. The firm does not identify itself as an active ESG investor and is not reported as a capital allocator or as a related adviser. The organization maintains an industry tie to an insurance company, which aligns with the firm’s use of insurance-linked products in client portfolios. The firm is not described as newly formed and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives