Wealth Strategies Group is an independent financial advisement firm that helps high-net-worth clients build and optimize wealth. We develop personalized strategies to help our clients make the most of their unique financial situation. While we offer a full range of wealth management services, we specialize in providing access to non-traditional investments and creating tax efficient solutions.We help guide our clients to identify opportunities to reduce taxes and build and optimize their wealth.What Matters to UsAt Wealth Strategies Group, we embrace a mindset of purposeful wealth. While all financial advisors are driven to help clients build and maintain wealth, our intention goes beyond the tangible. For us, it's ultimately about people rather than just portfolios. We utilize our expertise and resources to help you make the most of your financial situation - so that you are in a position to celebrate, nurture, and invest in the people and passions that matter most to you.
WSG clients benefit from our objective approach—we eliminate the constraints and conflicts of interest inherent in most traditional brokerage models. We seek to uncover opportunities that many advisors overlook or may not have the experience to recognize. 

We believe in cultivating long-term client relationships built on trust and a high level of personal service. Our multi-faceted team of professionals brings a broad range of credentials so that we can advocate for our clients in all wealth matters. 

Advisory services offered through TLG Advisors, Inc., an SEC Registered Investment Advisor.