Wealth Strategies Partners is an independent wealth management firm based in California. Operating as a practice affiliated with LPL Financial, the largest independent broker-dealer in the United States, the firm provides personalized and objective financial guidance. Their services focus on developing holistic financial plans that cover investment management, retirement planning, estate planning, risk management, and tax strategies. The firm's mission is to help clients build, manage, and preserve their wealth through long-term relationships and tailored strategies.

Founded in

United States