Patel Wealth Strategies, Inc.

Overview

Patel Wealth Strategies, Inc. operates as an independent, individual-owned advisory corporation serving primarily individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-assets-under-management and fixed fees. The firm is state-registered in Arizona and Iowa. The firm does not position itself as a capital allocator and is not flagged as an active ESG investor. Services listed focus on traditional wealth advisory and planning rather than institutional pension consulting or related-adviser arrangements.

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Location & Offices