Wela Strategies, LLC
金融服务
Atlanta,GA 227 位关注者
Our Goal Is To Help Families Find Financial Peace Of Mind TO And THRU Retirement
关于我们
Wela Strategies, LLC is a registered independent investment advisor that provides investors with portfolio management that leverages institutional research to design low-cost, tax efficient, ETF model portfolios that are age and/or time horizon based. BEWARE OF SCAMS. You will never be contacted by any of our members through social media, such as Facebook, WhatsApp, Instagram, etc., for free tutoring or academic advising regarding investment strategies. Please ensure you are communicating with us through official channels. If you would like to work with us, please contact us through this link https://www.welastrategies.com/contact/. Emails that our advisors use come from the email domain yourwela.com or getwela.com. https://www.welastrategies.com/wp-content/uploads/2022/11/Wela-Social-Media-Rules-of-Engagement-2022.pdf
- 网站
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https://www.welastrategies.com
Wela Strategies, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Atlanta,GA
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Individual Financial Planning and Advising、Asset Management for Advisors和Practice Management for Advisors
地点
Wela Strategies, LLC员工
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Wes Moss
Host of Retire Sooner Podcast and Money Matters, WSB Radio in Atlanta; Managing Partner at Capital Investment Advisors
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Mitch Reiner, CFP?
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Eddie Goepp, CFP?
Senior Investment Advisor at Capital Investment Advisors
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Matt Reiner, CFA, CFP?
?? Managing Partner at Capital Investment Advisors | CEO at Wela | ?? 3x Author | ?? Tech Visionary | Speaker | Coach | ?? Chief Strategist @ The…
动态
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Happy Father’s Day to the ones who taught us how to ride a bike, throw a ball, and chase our dreams. #DadsRock ?
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This Memorial Day, we pause?to recognize and honor?the heroic men and women who have made the ultimate sacrifice for our country. Their devotion and bravery have secured?the freedoms we have today. As we spend time with family and friends, let us remember their selfless actions?and express our gratitude. We hope you have a nice long weekend?and a?reflective Memorial Day. With heartfelt respect, Wela Strategies
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Happy Earthday 2??24! Together, we can take action to sustain a healthy planet for ourselves and future generations. Remember to take a moment to step outside and admire the nature around you. #Earthday #sustainability #paperless #cleanenergy #doyourpart
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??Imagine making a life-changing decision without all the information that you need to make the best decision. Being equipped with sufficient knowledge about finances, can help you approach major life choices with greater confidence. That is what Financial Literacy month is all about. ???? #financialliteracymonth #SMART #financialindependence #education #saving #budgeting #toandthruretirement #RIAs
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?? Friendly Reminder: Tax Deadline Approaching! Just a quick heads up that the tax deadline is right around the corner!?? Whether you're a freelancer, small business owner, or individual taxpayer, it's essential to mark your calendar and ensure your taxes are filed by April 15th. If you aren't able to finish your return on time, or you need extra time to get your ducks in a row, you can file for an extension. For individual taxpayers, this usually grants you until October 15th to file your return. Keep in mind, though, that this extension applies to filing your return,?not paying any taxes owed. So, if you owe taxes, it's best to estimate what you owe and make a payment to avoid penalties. As always if you have any questions, be sure to contact your tax advisor on your specific situation. #taxseason #taxextension #smallbusiness #freelancer #toandthruretirement #April15 #taxdeadline
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Spring has sprung ?? and Happy Opening Day to all! There is nothing like the smell of fresh-cut grass, popcorn, and peanuts. ??? #wereback #Bravos #raceto162
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?? To all our family, friends, and clients Happy Valentine's Day! Celebrate someone or something you love today. Spread kindness and may your day be filled with love and gratitude! #everybodyloveeverybody #HappyValentinesDay #toandthruretirement
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