WEALTH STRATEGIES AND MANAGEMENT

At Wealth Strategies & Management LLC (WS&M), we seek to educate our clients - whether institutional or private - about how best to achieve their goals and objectives in a clear and concise way utilizing a holistic approach to the financial industry. The number of clients serviced at WS&M is intentionally limited so that one-on-one client relationships can be nurtured and personalized customer service can be maintained... Wealth Strategies & Management LLC (WS&M) offers a unique approach to financial services, providing the depth of resources most associated with a large firm and combining it with the personalized customer service expected of a boutique advisory firm.

Also known as: Wealth Strategies & Management LLC, WS&M

Primary location: Wilkes-barre United States