Successful Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Successful Wealth Strategies, LLC provides investment advisory and planning services to individuals (including high‑net‑worth clients), business entities, retirement and pension plans, trusts, estates, municipalities and charitable organizations. The two‑advisor firm manages roughly $50.6 million in client assets and offers discretionary and non‑discretionary portfolio management alongside financial planning, money coaching and business archetype coaching.
The firm emphasizes a behavioral approach, using a money‑coaching discovery process to uncover conscious and subconscious financial patterns that help define a client’s risk tolerance, time horizon and target asset mix. Portfolios are implemented with diversified allocations across mutual funds, ETFs, bonds, individual equities and, when appropriate, third‑party money managers on platforms such as Charles Schwab, AssetMark and First Affirmative, with periodic reviews to update plans and holdings.
Compared with many peers, SWS explicitly includes educational meetings and seminars as part of its retirement plan consulting and participant services, and it offers ongoing money‑coaching and business‑archetype work alongside traditional investment management. The brochure also discloses an affiliate/referral relationship tied to a money‑coaching software tool and states the firm can serve in ERISA fiduciary roles for plan clients, which may differentiate its service mix from similarly sized firms.
Client services
Expertise
Fee options
Clients may have ongoing financial planning with fixed monthly fees (negotiated prior to work)
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually
Up to $300/hr for Money Coaching, Business Archetype Coaching, & Financial Planning (not to exceed $5,000 annually)
Ongoing financial planning relationship with fixed monthly fees (negotiated)
Fee-only: Money Coaching, Business Archetype Coaching, & Financial Planning charged hourly up to $300/hr (not to exceed $5,000 annually); Retirement/Pension Plan Consulting fees negotiated up to 0.75% annually
Main office
P.O. Box 242
Collinsville CT 06022, United States
Most active in
Connecticut · Florida · Massachusetts · Pennsylvania · Texas
Also doing business as
Burke, Corrin Gibbs · Successful Wealth · Successful Wealth Strategies · Successful Wealth Strategies, LLC · Sws
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
David G
Series 63, Series 65
Farmington, CT
Successful Wealth Strategies, LLC
David Gibbs is a financial advisor with Successful Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and National Planning Corporation, and he has operated Gibbs Financial Services, LLC since 2014. Successful Wealth Strategies serves individuals, business entities, trusts, estates, and retirement plans with services including money coaching, financial planning, investment management, and qualified plan consulting. The firm emphasizes a behavioral-first planning process and offers diversified portfolio management alongside educational seminars and coaching integrated into client planning.
Corrin B
CFP®, Series 63
Farmington, CT
Successful Wealth Strategies, LLC
Corrin Burke is a CFP® with 26 years of industry experience, currently serving at Successful Wealth Strategies, LLC since 2017. She previously worked at Conscious Capital Wealth Management, LLC and J.W. Cole Financial, Inc. Burke is treasurer of the nonprofit organization Love Has a Home. Successful Wealth Strategies, LLC provides investment advisory and planning services to individuals, business entities, retirement plans, trusts, and nonprofits. The firm uses a behavioral investment approach combined with money coaching and business archetype coaching, offering portfolio management alongside educational meetings and employee participant services.
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