WEALTH STRATEGIES COUNSELORS, INC

Overview

Wealth Strategies Counselors, Inc. is an independent, corporately structured Registered Investment Adviser operating under individual ownership. The firm’s stated client focus is individual and family households, and its principal advisory activity is financial planning. It charges fixed fees rather than asset-based or performance fees and does not appear to act as a capital allocator or related adviser. The firm does not report active involvement in ESG investing, is not marked as a multi-state adviser, and is not positioned as a pension consultant. Its industry affiliation list includes accountants, which suggests collaboration with tax and accounting professionals is part of its service model rather than offering in-house tax advisory or broader institutional consulting.

Assets & Accounts

Location & Offices