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Wealth Management Services


We take a comprehensive approach to wealth management, developing customized strategies that align with each client's unique situation and interests. From financial planning, to portfolio management, to charitable giving, to legacy planning, we're here to navigate the complexities of the financial market on your behalf - with a primary focus on maximizing wealth and minimizing taxes.


Comprehensive Financial

Our financial planning process takes into account each client's spending, investing, and savings goals, as well as considerations such as retirement, major life events, charitable giving, taxes, insurance, and estate transfer. It's an ongoing, comprehensive process; we work with you to develop an initial written plan, continually monitor results, and alter strategies as your needs evolve.

Comprehensive Financial Planning

Portfolio Development &

Taking short and long-term goals into consideration, as well as risk tolerance, we develop and manage sophisticated, often complex, portfolios on behalf of our clients. We conduct our investment process in-house, from research, to investment selection, to manager due diligence. Wealth Strategies Group has unrestricted access to unique, best-in-class investment managers, as well as access to a wide array of alternative asset classes and investment vehicles (available to accredited investors and qualified purchasers).

Portfolio Development & Management

Dynamic Alternative Asset

We develop and maintain an alternative asset program to provide exposure to different assets and strategies, such as private equity, private credit, hedge funds, real estate, credit obligations, and event-driven opportunities. These strategies contain different risks than investing in public equities or government and corporate bonds and nearly always require the client to be an accredited investor and qualified purchaser.

Dynamic Alternative Asset Program

Risk Mitigation & Asset

In addition to having access to life, disability, and long-term care solutions from the best providers available, Wealth Strategies Group also has the ability to design customized private placement life insurance and variable annuity plans not available in the retail market.

Through our relationships with legal and accounting partners, we are able to provide highly customized solutions for US and foreign nationals that offer an enhanced measure of asset protection and privacy.  Many of these strategies are typically for accredited investors or qualified purchasers.

Risk Mitigation & Asset Protection

Legacy & Wealth Transfer

We work with our clients to establish financial legacy goals, determine how to best structure their estate in order to protect assets and minimize tax consequences, and to establish meaningful and efficient strategies for wealth transfer (including the use of trusts, direct gifts, and charitable giving).

Legacy & Wealth Transfer Planning
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