Wealth Strategy Partners, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

To provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection and enjoyment of wealth. We do this by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.

"Accomplish of All of Your Employee Benefits Needs"

Wealth Strategy Partners, LLC Benefits Division

• Qualified Retirement Plans


• 401(k)Plans


• Pension and Profit Sharing Plans


• Group Health


• Group Dental


• Group Vision


• Group Life


• Group Long Term and Short Term Disability Coverage


• Section 125 Plans- Cafeteria Plans


• Section 529 Plans- College Funding