Company Information

Get to know Wealth Strategies & Management

Wealth Strategies & Management is an independent financial services firm dedicated to providing comprehensive financial planning, investment advisory services, and proactive risk management. Founded on the principle of offering objective, tailored advice, the firm works with families, business owners, and non-profits to help them achieve their financial goals. They emphasize a client-centric approach, focusing on building long-term relationships and creating personalized strategies for wealth accumulation, preservation, and transfer.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Strategies & Management

United States

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.