Why Wealth Strategies?

Experience: With over 50 years’ collective experience in the financial services industry, our seasoned professionals continue to help our clients achieve their financial goals throughout a wide range of market conditions.

Relationship Based Approach: We provide comprehensive financial planning as part of our asset management services; looking at a client’s long-term financial picture, not just current investment needs. We are adept at planning for all stages of life, but have particular specialization in the areas of retirement and multi-generational planning.

Customized Solutions: Clients have different needs. Therefore, no two client portfolios are the same. We tailor each portfolio to the client’s specific objectives and limit the number of clients we work with so that we are able to give each client the individual attention they deserve.

Consultative Process: We accept new clients after a process that seeks to ensure compatibility between the client’s aspirations and expectations and our ability to serve those needs. We take pride in sitting on the same side of the table as our clients.

Service: We manage the complexity of investment selection; helping clients understand, navigate, and simplify what can be an overwhelming and time consuming process. We make client communication a priority and meet with clients as frequently as desired.

Investment Philosophy: As an independent financial firm without proprietary products, we are able to create appropriate investment solutions for our clients while considering both suitability and cost.

Trust: Choosing an asset management firm is a very important, difficult and personal decision for clients. Our firm is built on trust. No value is more highly regarded in our organization and we work hard every day to build and maintain our clients’ trust.

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6 Gordon Avenue Lawrenceville, NJ 08648 Tel: 609-896-3100 Fax: 609-896-3133 www.staying-wealthy.com
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Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Wealth Strategies LLC and NPC are separate and unrelated companies. See "Home Page" for full disclosure statement.