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Wealth Strategies Partners

EST. AUM
$519,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Nashville
CRD Number
Website wealthstrategiespartners.com
Client types

Overview

Established in 2014, Wealth Strategies Partners is a high-touch financial planning firm serving families across 34 states. The firm utilizes a "total wealth management" philosophy, which focuses on keeping a client's "financial house" in order by integrating investment management with rigorous tax and estate coordination. Recognized by Forbes as a Best-In-State Wealth Advisor, the team emphasizes a disciplined, multi-generational approach to preserving wealth and building legacies for high-net-worth individuals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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