A complete list of active advisors currently associated with Wealth Strategies Group

Warmer can help you find a great advisor at Wealth Strategies Group or one who fits your needs even better.

Wealth Strategies Group provides discretionary portfolio management and investment consultation to individuals, high-net-worth clients, families, trusts, and small businesses. Services described in the firm brochure include individualized investment plans, ongoing portfolio management using equities, mutual funds, ETFs, options and bonds, and incidental financial planning. The firm states it manages client accounts on a discretionary basis with custodial relationships (primarily Interactive Brokers) and conducts regular rebalancing and periodic reviews based on client goals, time horizon and risk tolerance. WSG also discloses that it allocates assets to a sponsored wrap-fee program when appropriate and that some separately managed accounts may employ borrowing and derivatives as part of their strategies. WSG’s notable distinctions include charging a 20% performance-based fee for Qualified Clients (defined by the firm as $1,100,000 under management or $2,200,000 in net worth) calculated on a quarterly basis with a high‑water mark, and maintaining affiliated insurance activities where some representatives are licensed insurance agents and earn commission income separate from advisory fees. The firm is a California-registered adviser (registered in 2023) with an affiliated consulting business; these relationships and potential conflicts are disclosed and addressed in the brochure’s conflict‑management policies.

To learn more about the advisors currently working at Wealth Strategies Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.