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Wealth Empowerment Financial Strategies
金融服务
Boca Raton，Florida 153 位关注者
Together, we empower your financial future.
关于我们
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality. Working together, we will help you develop and implement a plan designed specifically with your unique needs and financial goals in mind. As your financial partner, your priorities are also our priorities. We’ll be there every step of the way to help you grow, protect and enjoy your wealth.
- 网站
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Wealthempowermentfs.com
Wealth Empowerment Financial Strategies的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Boca Raton，Florida
- 类型
- 合营企业
- 创立
- 2024
地点
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主要
获取路线
2424 N Federal Hwy
400
US，Florida，Boca Raton，33431
Wealth Empowerment Financial Strategies员工
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Gus Chaves
Sr. Vice President, Investments 25+ yrs of experience in Wealth Management
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Matthew Harris
Managing Director, Investments
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Edward Grimpe
Decades of experience in wealth management, executive leadership and professional sales.
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Sean Zhao, CFA?
Wealth Management | Chartered Financial Analyst | Entrepreneur | Wharton MBA
动态
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We are excited to join Kestra Financial and further streamline our financial services. Read more here: https://lnkd.in/eZ2Y2EdM https://lnkd.in/e6xGbm8J
Kestra Financial is pleased to welcome Wealth Empowerment Financial Strategies to independence. WEFS is a $1.4 billion assets under management firm based out of Boca Raton, Florida, led by Senior Managing Director and founder Eric Lyon and Tom Holly. Through the partnership, WEFS will gain access to leading service and technology platforms, further streamlining its financial solutions offerings for clients. Read more: https://lnkd.in/eZ2Y2EdM
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Wealth Empowerment is excited to announce our partnership with Erik Coleman and HUB International. Erik and Hub bring their expertise in property and casualty insurance to our extensive offering of financial services. Erik Coleman is a Private Client Advisor* at HUB International, where he specializes in personal insurance for high-net-worth individuals. He was drafted by the New York Jets in 2004 and went on to play nine seasons in the NFL with the NY Jets, Atlanta Falcons, and Detroit Lions. After retiring in 2013, Coleman began a career as a Sports Analyst and received an Emmy award for his broadcasting work. In addition to his professional endeavors, Coleman is actively involved in philanthropy, supporting causes such as sickle cell anemia and pediatric cancer. Outside of work, he enjoys spending time with his wife, Sabrina, and their three children. Please reach out to your financial advisor for more information. *Erik Coleman and HUB International are not affiliated with Kestra IS or Kestra AS. Erik's role as Client Advisor does not permit offering of securities or investment advisory services.?
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Our 3-step process is designed to develop financial goals that meet your personal situation. When working with us, we will follow these steps: 1. Begin by reviewing your financial documents, risk tolerance, and objectives. 2. Present unique strategies designed to match your investor profile. 3. Keep your financial objectives on track every step of the way.
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We offer solutions to help you achieve your unique financial goals where your priorities are also our priorities. To learn more or make an appointment, visit our website: https://lnkd.in/d_sNhymt.
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We are excited to announce that our team is joining Kestra Financial as Wealth Empowerment Financial Strategies. We will leverage our partnership with Kestra Financial Services to continue our success in service-first strategies to help our clients pursue their investment goals.?
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Best of the Best 2024 Finalist: Kestra Financial Digital Account Opening Kestra Financial’s Digital Account Opening platform streamlines the previously manual process of opening new client accounts. Built with extensive user feedback and testing, the platform is intuitive and efficient, covering around 80% of account types. Kestra’s Digital Platform Council and a pilot of 26 firms played a key role in shaping this innovative solution. Learn more: https://spr.ly/6040qjFOk #wealthies #digitalinnovation #accountopening
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Wealth Empowerment Financial Strategies转发了
I am proud to announce that my team and I have transitioned to Wealth Empowerment Financial Strategies. We are very excited about the new opportunities that will be available through our introducing broker dealer, Kestra Financial Services. At Wealth Empowerment we intend to offer our customers the best financial planning resources available. We look forward to a bigger and brighter future for everyone! Kestra Financial Wealth Empowerment Financial Strategies
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