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Wealth Strategies Corporate History

Wealth Strategies, established in 2004, provides services to a select group of clients. Wealth Strategies is a small firm that keeps in close touch with its clients. Andrea Gellert is now the sole principal of the firm and personally knows and works with every one of the firm's clients.

Andrea keeps her client base small due to her strong belief and commitment to providing the time necessary to truly listen to the needs of each client and then help fulfill those needs with uniquely devised strategies and solutions rather than “assembly line” advice.  Andrea is beholden to no one other than her clients, totally independent from outside conflicts of interest. 

Andrea offers attentive service suited to your unique situation and places an emphasis on client education. She prides herself 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 she offers includes wealth transfer strategies, retirement, and college funding, long term care, asset protection, and ensuring your insurance needs are met. As an independent financial professional, she can shop the market for the most appropriate products, for your goals and risk tolerance with a focus on cost. Andrea takes a holistic approach to her client’s needs and reviews all areas (if wanted) of insurance, retirement and tax strategies to assure that whatever she provides helps to fit  your overall estate and business planning strategies.

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.