Founded in 1998, Wealth Strategies is an independent financial advisory firm based in Grand Rapids, Michigan. The company focuses on building long-term client relationships through a comprehensive approach to financial management. Their services include investment management, financial planning, retirement planning, estate planning, and insurance services. The firm operates in affiliation with LPL Financial, which provides brokerage and investment advisory services, allowing Wealth Strategies to offer a wide range of financial products while maintaining its independence.

Founded in

United States