Wealth Strategies Partners

We are Wealth Strategies Partners, a boutique firm that manages generational wealth. Our Certified Financial Planner Professionals.™ work with families, retirees, entrepreneurs, and high-wealth individuals who want to take part in all the services we offer. We aim to make complex financial situations easy to navigate and understand, taking a weight off our clients’ shoulders. Life is hard; wealth management doesn’t have to be. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Wealth Strategies Partners, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC, doing business as Wealth Strategies Partners, unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.