WEALTH STRATEGIES & SOLUTIONS, LTD.

Overview

Wealth Strategies & Solutions, Ltd. operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on advising individuals and families, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It functions as a capital allocator, directing client capital both to public pooled vehicles and to external managers when appropriate. Investment activity is skewed toward public funds and mutual funds as the primary building blocks of client portfolios. The firm charges for services using a mix of percentage of assets under management and hourly or other fee arrangements. Wealth Strategies & Solutions, Ltd. does not identify itself as an active ESG investor and is not a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices