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Wealth Strategies

Wealth Strategies Email Formats

Financial ServicesFlag of USAustin, Texas, United States1-10 Employees

Wealth Strategies Email Formats

Wealth Strategies uses 2 email formats. The most common is {first initial} (e.g., j@wealthstrategiesinc.us), used 83.3% of the time.

FormatExamplePercentage
{first initial}
j@wealthstrategiesinc.us
83.3%
{first name}
john@wealthstrategiesinc.us
16.7%

Key Contact at Wealth Strategies

Flag of US

Becky Walker

Comprehensive Retirement Planning Specialist | Asset Protection Strategist | President, Owner, CEO &

Company overview

Headquarters1200 W SLAUGHTER LN, Austin, Texas 78748, US
Phone number+15126086621
Websites
NAICS52
SIC628
Founded1996
Employees1-10
Socials

About Wealth Strategies

Wealth Strategies, Inc. has been providing comprehensive financial coaching to individuals and small business owners for over 30 years and was founded with the goal of assisting clients in every aspect of their financial lives. They offer a wide array of financial services with a coaching and educational approach. They provide the most personal service available, thus they believe earning a reputation for excellence in the industry as financial professionals. For each of their clients they strive to help create a financial design based on the future they envision. Their ultimate goal is for their clients to be financially educated as they pursue their future goals. In their practice, Becky and her team enhance the client-advisor relationship with financial strategies, coaching solutions, and by integrating guidance from their client's CPA's, attorneys, and other professional advisors. Securities and advisory services offered through Triad Advisors, LLC., Member FINRA & SIPC. Wealth Strategies, Inc. is not affiliated with Triad Advisors, LLC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Wealth Strategies has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Wealth Strategies has never raised funding before.

Wealth Strategies Tech Stack

Discover the technologies and tools that power Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.

Lodash

Lodash

JavaScript libraries

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

React

React

JavaScript frameworks

Google Cloud

Google Cloud

IaaS

Google Cloud CDN

Google Cloud CDN

CDN

Envoy

Envoy

Reverse proxies

RSS

RSS

Miscellaneous

Frequently asked questions

Wealth Strategies is located in Austin, Texas, US.
You can reach Wealth Strategies at +15126086621.
Wealth Strategies was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
Wealth Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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