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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.

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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.

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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.

  • 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 Managment
    Estate Managment

    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 Managment
    Cash Managment

    We offer a comprehensive suite of cash management options and solutions. Contact us to learn more!

  • Insurance & Healthcare
    Insurance & 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 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.


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 ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights 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 34,925 nominations, more than 6,550 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. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. 


Let’s get in touch!

It would be our pleasure to connect with you.

    *Wealth Strategies Partners is not capturing or retaining the personal identifiable information (PII) of website visitors, as required by state statutes.