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WE KEEP YOUR FINANCIAL HOUSE IN ORDER
Life is hard. Financial planning shouldn’t be.
Welcome to the Wealth Strategies Partners family. Through our total wealth management services, we invest in you—so you can invest in your future.
WE KEEP YOUR FINANCIAL HOUSE IN ORDER
Life is hard. Financial planning shouldn’t be.
Welcome to the Wealth Strategies Partners family. Through our total wealth management services, we invest in you—so you can invest in your future.
2014
WSP was established in
No. 1
client experience
ABOUT US
Managing Opportunities. Preserving Wealth. Building Legacies.
Established in 2014, Wealth Strategies Partners aims to provide the highest quality of care for our clients. We are passionate about serving the families that entrust WSP to do the right thing. The financial planning services we offer are holistic, ensuring that no element of your finances is left undone.
Our total wealth management services help ensure that however your life evolves, your financial house remains strong.
SERVICES
What We Offer
Trusting someone with your financial legacy is a big decision. At WSP, we understand that wealth management goes far beyond your here and now. You want to feel confident in your family’s future, regardless of life’s complications. Our team of dedicated advisors is committed to offering the highest quality of care as we provide counsel for your family’s unique financial goals. Through our tailored financial strategy, our team helps you manage opportunities, preserve wealth, and build a legacy for generations to come.
We provide service to families across the United States through our offices in Nashville, TN, Sarasota, FL & Pittsburgh, PA!
Financial Planning
Financial Planning
Setting financial goals doesn’t have to be overwhelming. Our team of experienced professionals can guide you through determining your short- and long-term goals to develop a tailored plan for you and your family.
Tax Planning
Tax Planning
Every room in your house is important. With your tax goals in mind, we work closely with your tax professionals to ensure your investments are handled in a tax efficient manner.
Estate Management
Estate Management
It’s never too early to start making decisions about building a legacy for your heirs. Our team will work strategically with our network of estate planning attorneys, and we will guide your family every step of the way.
Retirement Services
Retirement Services
We are strong believers in taking concrete steps to plan for your financial future. As CERTIFIED FINANCIAL PLANNER™ professionals, we follow a disciplined process with your retirement goals in mind; from evaluation to a tailored plan just for you, we ensure your transition into retirement is a seamless one.
Cash Management
Cash Management
We offer a comprehensive suite of cash management options and solutions. Contact us to learn more!
Insurance and Healthcare
Insurance and Healthcare
Everyone knows the importance of coverage–but the amount of options can be intimidating. We will help manage your risk and plan for your future with the right insurance options for you.
OUR TEAM
Our team is committed to providing distinctive services as we partner with you.
We are passionate about planning for each room in your financial house, whether that means examining tax efficiency, providing counsel on your estate, or planning for major life changes. The WSP team is dedicated to working together and supporting each other so we can best support you.
Our goal is simple: we aim to make complex financial situations easy to navigate and understand. Welcome to the WSP family. Life is hard; financial planning shouldn’t be.
PRESS
Our approach and expertise has garnered the attention of our clients and members of the media as well.
We’ve been featured in leading business publications across the markets we serve.
Check out our latest mentions!
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation provided for using the rating. Please visit https://lnkd.in/g2rHvcG for more info.
CONTACT US
Get in touch.
It would be our pleasure to connect with you.
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