Financial Strategies - Wealth Management Group
Financial Services • 
Santa Ana, California, United States • 1-10 Employees
Company overview
| Headquarters | 6 HUTTON CENTRE DRIVE, PENTHOUSE SUITE 1400, SANTA ANA, CA - California 92707, US |
| Phone number | +17143687494 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Annuities, Retirement Planning, Life Insurance, Fiduciary, Financial Planning, Retirement Income Planning, College Planning And Funding, Individual Retirement Plans, Retirement Income Specialists, Institutional Money Management, Safe-Money Specialists, Tax Reduction Specialists, Paychecks And Playchecks |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
Key Contact at Financial Strategies - Wealth Management Group
Bob Lawrence
President
About Financial Strategies - Wealth Management Group
At Financial Strategies – Wealth Management Group, our tagline says what our clients know: Because …money does buy dreams™. We specialize in helping you grow and preserve your wealth: Creating personal retirement plans, securing your retirement and lifestyle, and reducing your taxes. We are retirement income, safe-money specialists. We are an independent, fee-based fiduciary – an important distinction between our Registered Investment Advisery firm and retail brokers. We specialize in the following important areas: 1) Create/grow and protect your wealth 2) Plan the distribution of your money in the most tax-advantageous way (in life and at death) 3) Institutional money management (vs. retail) 4) College planning/funding 5) Deferred Sales Trusts 6) Retirement accounts for HENRY/FIRE (High Earner, Not Rich Yet and Financial Independent Retire Early) professionals. Additional services include your personal and/or company management of 401(k)s, 403(b)s, TSAs, IRAs and Roth IRAs. If you’re no longer at your last job, then your 401(k) shouldn’t be either! Let us review your assets so you never outlive your money and you reduce your tax liability. Call us @ 1-888-892-6454 for a free consultation in our beautiful penthouse offices by John Wayne Airport, conveniently located off the 405 and 55 freeways. As an independent Registered Investment Advisery firm, we don’t work for corporate America – we work for YOU. We have access to the full range of available investments – from stocks, bonds, ETFs, annuities and life insurance to REITS and Deferred Sales Trusts – to build, implement and manage customized plans for you and/or your business. Whether you meet with us or another adviser, learn about your options so you can make good decisions about your life, lifestyle and money. Because … money does buy dreams™ Our RIA firm is expanding: LICENSED ADVISERS, call 714-368-7494 - it's a conversation not a commitment.
Financial Strategies - Wealth Management Group revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Financial Strategies - Wealth Management Group has never raised funding before.
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