Wealth Development Strategies Investment Advisory, Inc.

Overview

Wealth Development Strategies Investment Advisory, Inc. is a small, individually owned corporate RIA-type entity that presents itself primarily as a financial planning and advisory resource rather than a large asset manager. The firm lists services that include financial planning, pension consulting, selecting other advisers on behalf of clients, and running educational seminars or workshops. It identifies as a capital allocator and reports fee arrangements based on fixed fees and hourly charges rather than percentage-based asset fees. The firm does not flag itself as an active ESG investor and is not indicated as operating across multiple states. An insurance company affiliation is noted among its industry connections.

Assets & Accounts

Investments & Alternatives