Welcome to our website. Wealth Strategies LLC is a financial planning and wealth management firm located in Lawrenceville, New Jersey, specializing in the development of comprehensive financial plans and the management of assets for individuals, families and family-owned businesses.
Wealth Strategies LLC is client-centered and service-driven. We are committed to providing our clients with comprehensive planning and wealth preservation and capital accumulation strategies tailored to our client’s tolerance for risk and reward.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Wealth Strategies LLC and NPC are separate and unrelated companies.