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A Financial Services Boutique

About Wealth Strategies

Andrea Gellert at Wealth Strategies, A Financial Services Boutique, works with the philosophy that through education and empowerment, she can make a difference in people’s lives. She works in a way that helps people make the right financial planning choices for themselves, their family and their businesses.

She often provides educational seminars regarding various different aspects of the insurance and financial services arena. Andrea speaks to individuals as well as targeted professional groups and associations. Participants walk away with specific practical strategies that can be put into use. Her goal in these educational seminars is to make a lasting difference in the participant’s professional and personal life. By attending one of these no cost seminars you get the benefit of her years of experience and participation in this field.

Andrea has been helping people find solutions to life’s financial problems and uncertainties for over 18 years. For some clients, this can mean increased preservation for their family’s assets. For others, it can mean guaranteed lifetime income or capital accumulation and preservation. For still others, it can mean establishing a competitive but affordable benefits package to attract and retain talented employees.

    Services Provided:

    • Estate and Business Strategies
    • Wealth Transfer Strategies
    • Life and Disability Insurance
    • Long Term Care
    • Fixed Annuities & Variable Annuities*
    • Retirement Planning Strategies

    Andrea is committed to creating long lasting relationships with her clients. She enjoys being there along the way to see the plan unfold and watch her clients enjoy reaching the goals that  they have created together.

    Providing a holistic approach, combining experts from many fields like accountants, attorneys and other financial professionals  is important in providing a cohesive all inclusive estate and business protection strategies . Consider Andrea your  liaison between you, the insurance companies and your legal and financial professionals assuring you that everything works together to support your overall financial goals. Andrea strives to be the “go to person” in the estate planning arena and provide clients with a “planning made simple approach” utilizing their knowledge to facilitate a very complex and important process. Andrea has a way of taking complex strategies and putting them into terms everyone can understand.

    Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor. 

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