This Thanksgiving, we are filled with gratitude for our clients, partners, families and friends who make everything we do so meaningful. Your trust and support inspire us every day, and we're so thankful to share this journey with you. Wishing you a wonderful holiday surrounded by those you cherish most. Happy Thanksgiving! ????
Wealth Strategies Partners
金融服务
Brentwood，Tennessee 746 位关注者
Generational Total Wealth Management
关于我们
We are Wealth Strategies Partners, a boutique firm that manages generational wealth. Our Certified Financial Planner Professionals.? work with families, retirees, entrepreneurs, and high-wealth individuals who want to take part in all the services we offer. We aim to make complex financial situations easy to navigate and understand, taking a weight off our clients’ shoulders. Life is hard; wealth management doesn’t have to be. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNER?, CFP? (with plaque design) and CFP? (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. .
- 网站
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https://www.wealthstrategiespartners.com
Wealth Strategies Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Brentwood，Tennessee
- 类型
- 个体经营
- 创立
- 2014
地点
Wealth Strategies Partners员工
动态
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Are you subscribed to our YouTube channel yet?! We are building an ever-growing library of valuable resources on YouTube, packed with insights, updates, and strategies to help you achieve your goals. Don't miss out—subscribe today and join the journey! ??? https://lnkd.in/exNHMxFw
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Last week, the WSP team officially kicked off the holiday season with a fantastic dinner at E3 Chophouse in Hillsboro Village! There's nothing like sharing an evening with great company, great food, and a shared vision to reflect on a successful year and toast to what's ahead. Cheers to an amazing team and the joy of the season!
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WSP President & CEO, Paul C. Allen Allen, had the honor of attending the Find Your Light Foundation Benefit Concert for Arts Education on October 29, 2024, in the renowned Appel Room at Jazz at Lincoln Center. The evening featured unforgettable performances by Josh Groban and friends, celebrating the transformative role of arts education in nurturing creativity, fostering resilience, and promoting the well-being of our nation's youth. It was a night filled with inspiration, incredible music, and a shared commitment to ensuring the arts remain an integral part of education for generations to come.
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We are lucky to count so many veterans among the families we serve. Today, we honor the courage, commitment, and sacrifices made by our veterans. Your service has shaped our freedom and security, and we are forever grateful. Thank you to all who have served and continue to serve. #VeteransDay
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Don't leave room for unwanted surprises in the new year - 2025 is just around the corner! As the year winds down, take a few minutes to keep your financial house in order: click to learn more about what you can do to reduce next year's tax bill! https://lnkd.in/e5aphkUb
Year End Reminders for 2024 - Wealth Strategies Partners
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President & CEO, Paul C. Allen CFP?, MS, recently enjoyed an unforgettable journey through Japan, immersing himself in the rich cultural landscapes of Tokyo and Kyoto. Alongside a distinguished group of 50 top advisors from Raymond James Chairman's Council and senior executive leaders from across the country, Paul experienced both the modern energy of Tokyo and the timeless beauty of Kyoto's temples and gardens!
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President & CEO, Paul C. Allen, alongside Associate Advisor Caleb Boy, recently attended an Investment Symposium hosted by Principal Asset Management, First Trust, and Janus Henderson Investors! It is always a pleasure to meet new faces and reconnect with friends in our industry!
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REMINDER - Medicare Open Enrollment is here! Now through December 7th, it's your chance to review and update your healthcare plan. Whether you're looking to change coverage or explore new benefits, take the time to ensure your Medicare plan fits your needs for 2024. Don't miss out—explore your options today! #MedicareEnrollment #Healthcare #Medicare2024
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