Wealth Strategies Consultants,llc

Wealth Strategies Consultants,llc (CRD# 124344) is a financial advisory firm headquartered in Easthampton, MA. They manage $7,080,500 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $472,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA

Financial Advisors at Wealth Strategies Consultants,llc
Showing 1 - 2 of 2 top financial advisors.
1
Charles C. Case
CRD#: 4425994
247b Northampton Street, Easthampton, MA 01027
93
Wealthminder
score

Charles Case (CRD# 4425994) is an Investment Advisor Representative working at Wealth Strategies Consultants,llc in Easthampton, MA and has over 15 years of experience in the finance industry.

2
Kevin D. Quinn
CRD#: 4289035
247b Northampton Street, Easthampton, MA 01027
93
Wealthminder
score

Kevin Quinn (CRD# 4289035) is an Investment Advisor Representative working at Wealth Strategies Consultants,llc in Easthampton, MA and has over 16 years of experience in the finance industry.

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