Personal Wealth Strategies is an independent financial services firm based in Alpharetta, Georgia. Founded with the goal of assisting clients in every aspect of their financial lives, the firm provides personalized financial planning, investment management, and retirement strategies. Their advisors operate as representatives of LPL Financial, a major registered investment advisor and broker-dealer, allowing them to offer a wide range of securities and advisory services while maintaining a client-focused, independent approach.

Founded in

United States