Wealth Strategies
A Financial Services Boutique
1730 Main Street, Suite 214
Weston, Florida, 33326

Office: (954) 938-4900
Fax: (954) 938-4915
Email: Click Here

Welcome to Wealth Strategies

Wealth Strategies located in Weston, Florida works with people who want to protect their assets, leave their money to those they love (and not the government). Our motto is "planning made simple".

Our holistic approach combines experts from many fields to provide a cohesive all inclusive estate plan and business protection plan. This plan leaves nothing out, taking into consideration, everyone is different and has different needs.

Wealth Strategies acts as a liaison between you, the insurance companies and the medical underwriters to provide you with the best possible outcome with the least possible costs. We have become the "go to person" in the estate planning arena and we provide our clients with a "planning made simple approach" utilizing our knowledge to facilitate this very complex and important process. Wealth Strategies has a way of taking complex strategies and putting them into terms that everyone can understand.

Wealth Strategies reviews everything from Long Term Care Insurance, Disability Income Insurance, Life Insurance, Legal Documents, Investments, Business and Succession Planning, leaving nothing unresolved and making sure everything works together.

Wealth Strategies is committed to creating relationships not transactions.