Wealth Strategies Corporate History
Wealth Strategies, established in 2004, provides services to a select group of clients. We are a small firm that keeps in close touch with our clients. Andrea Gellert is the sole principal of the firm and personally knows and works with every one of the firm's clients.
Wealth Strategies keeps their client base small due to our strong belief and commitment to providing the time necessary to truly listen to the needs of each client and then fulfill those needs with uniquely devised strategies, plans, and solutions rather than “assembly line” advice. As a Financial services boutique, Wealth Strategies is beholden to no one other than our clients, totally independent from outside sources.
Wealth Strategies offers attentive service suited to your unique situation and places an emphasis on client education. We pride ourselves on taking the various pieces of your financial puzzle and arranging them to create a comprehensive picture that accurately reflects your risk tolerance, goals and objectives. The broad spectrum of financial experience and skill we offer includes wealth transfer strategies, retirement* and college funding*, long term care, asset protection, and ensuring your insurance needs are met. As independent financial professionals we can shop the market for the most appropriate products with the best cost. We take a holistic approach to our client’s needs and review all areas (if wanted) of insurance, documents, and retirement and tax strategies to assure that whatever we provide is a fit for your overall estate and business planning needs.
*Securities services offered through representatives of Lincoln Financial Securities Corporation, member SIPC. Insurance and Annuities are offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lincoln Financial Securities, Lincoln Financial Group and Wealth Strategies are not affiliated. Lincoln Financial Securities Corporation and its representatives do not offer tax/legal advice. You should consult your tax or legal professional regarding your individual circumstances. LFS 2013.0503.D04.FG.L exp 05/2016