Wealth Strategies has been providing comprehensive financial coaching to individuals & small business owners for over 25 years & was founded with the goal of assisting clients in every aspect of their financial lives. They provide the most personal service available, thus they believe earning a reputation for excellence in the industry as financial professionals. For each of their clients they str
ive to help create a financial design based on the future they envision. Their ultimate goal is for their clients to be financially educated as they pursue their future goals. In their practice, President and Owner Becky Walker, and her team enhance the client-advisor relationship with financial strategies, coaching solutions, and by integrating guidance from their client's CPA's, attorneys, and other professional advisors. With offices located in Austin, Texas, the staff at Wealth Strategies, Inc. consists of experienced professionals with a "hands on" approach to financial guidance. They believe their clients find their team members knowledgeable, and they discover that their staff truly cares about helping clients pursue their goals. Focusing on executive compensation analysis, retirement plan design, business succession planning, risk management, estate planning and tax strategies, the staff at Wealth Strategies, Inc. design a unique plan incorporating clients risk tolerance, goals, objectives, and time constraints. Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC.
