Wealth Strategies Advisory Group, LLC

Background

Wealth Strategies Advisory Group, LLC, established in 2009, is a Scottsdale, Arizona-based financial services firm dedicated to providing comprehensive wealth management solutions. The firm's mission is to assist affluent individuals and families in achieving financial security by aligning their financial resources with their values, interests, goals, and objectives. Operating as a fiduciary, the company is committed to acting in the best interests of its clients.

Key Strategic Focus

The firm's strategic focus encompasses a Total Wealth Planning approach, addressing five primary concerns of high-net-worth individuals and families:

1. Wealth Preservation: Implementing strategies to maintain and grow clients' wealth over time.
2. Tax Planning and Mitigation: Developing plans to minimize tax liabilities.
3. Wealth Transfer/Estate Planning: Ensuring efficient transfer of wealth to future generations.
4. Wealth Protection/Asset Protection: Safeguarding assets against potential risks.
5. Charitable Giving: Facilitating philanthropic endeavors aligned with clients' values.

The firm serves a diverse clientele, including mid-career professionals, business owners, entrepreneurs, C-level executives, heirs, attorneys, physicians, dentists, U.S. military veterans, celebrities, retirees, and those seeking a fresh approach to wealth management.

Financials and Funding

Wealth Strategies Advisory Group, LLC operates as a privately held company with annual revenues estimated between $1 million and $5 million. The firm employs a team of 6 to 10 professionals dedicated to delivering personalized financial services.

Technological Platform and Innovation

The firm leverages a range of technologies to enhance its service offerings, including:

• Web Analytics: Utilizing tools to monitor and analyze website traffic and user behavior.

• Online Video Platforms: Employing platforms to deliver multimedia content to clients.

• Widgets: Integrating interactive elements into their digital platforms.

• Marketing Automation: Implementing systems to streamline marketing efforts.

• Domain Name Services: Managing and securing their online presence.

These technologies support the firm's commitment to providing superior financial services and products.

Leadership Team

The leadership team at Wealth Strategies Advisory Group, LLC comprises experienced professionals dedicated to client success:

• Vince Annable: Founder and CEO, with over 40 years in the financial services industry. Creator of The Household Endowment Model® and author of two Amazon Best Sellers.

• Robert L. Annable, II: Senior Partner, contributing to the firm's strategic direction and client relations.

• Andrew Dinkelmeyer: Senior Partner, focusing on comprehensive wealth management solutions.

• Lauren Annable: Director of Operations, overseeing the firm's operational efficiency.

• Aaron Brooks: Director of Client Services, ensuring exceptional client experiences.

• Amy Joslin: Financial Advisor, providing personalized financial planning services.

• Rynae Baca: Office Coordinator, managing administrative functions.

• Jeff Allen: Director of Strategic Communications, handling the firm's communication strategies.

The firm also collaborates with strategic partners such as Russ Alan Prince of R.A. Prince & Associates, Frank W. Seneco of Seneco & Associates, J. Alan Soelberg of Davis Miles Maguire Gardner PLLC, and Bryson Hevner, CPA, of H&H Accounting.

Competitor Profile

Market Insights and Dynamics: The financial services industry is highly competitive, with numerous firms offering wealth management and financial planning services. The market is characterized by a focus on personalized client services, technological integration, and comprehensive financial solutions.

Competitor Analysis: Key competitors include:

• Greenway Financial Group: Employs 9 professionals with revenues of $2.6 million.

• Ambrose Wealth Management: Staffs 20 employees and generates $5.2 million in revenue.

• Westex Investment Services: Comprises 23 employees with $5.9 million in revenue.

• Murphy Wealth Management: Operates with 7 employees and $1.3 million in revenue.

• Bay Harbor Wealth Management: Has 6 employees and $1.2 million in revenue.

These firms offer similar financial services, emphasizing the need for Wealth Strategies Advisory Group, LLC to differentiate through personalized service and innovative solutions.

Strategic Collaborations and Partnerships

The firm collaborates with strategic partners to enhance its service offerings, including:

• R.A. Prince & Associates: Providing specialized financial consulting services.

• Seneco & Associates: Offering expertise in wealth management strategies.

• Davis Miles Maguire Gardner PLLC: Delivering legal counsel for estate planning.

• H&H Accounting: Providing comprehensive accounting and tax planning services.

These partnerships enable the firm to offer a holistic approach to wealth management.

Operational Insights

Wealth Strategies Advisory Group, LLC differentiates itself through a