Founded in 2005, Wealth Strategy Partners has grown from a small advisory firm to a leading wealth management company with a reputation for excellence in active investment strategies and personalized financial planning.
Our mission is simple: to help our clients navigate the complexities of wealth management with strategies that adapt to changing market conditions, providing financial security and growth in any economic environment.
At Wealth Strategy Partners, we believe that successful wealth management requires an active approach that adapts to changing market conditions. Our mission is to provide clients with personalized investment strategies that work in any market environment.
We believe in actively managing investments to respond to market changes, rather than passively holding positions regardless of market conditions. This approach allows us to seek opportunities in both rising and falling markets.
Every financial decision we make is guided by your unique goals, risk tolerance, and life circumstances. We take the time to understand your complete financial picture before recommending any strategy.
As fiduciaries, we are legally obligated to act in your best interest at all times. This commitment to integrity means we provide transparent advice free from conflicts of interest.
Founded by James Wilson, a veteran financial advisor with a vision to create a wealth management firm focused on active investment strategies.
Successfully navigated clients through the financial crisis using our active management approach, outperforming passive strategies and establishing our reputation for risk management.
Expanded our team to include tax specialists and estate planning professionals, offering clients a more comprehensive wealth management solution.
Reached $500 million in assets under management and opened our second office location to better serve our growing client base.
Introduced our proprietary "Active Edge" investment methodology, combining quantitative analysis with fundamental research to identify opportunities in any market condition.
Founder & Chief Investment Officer
Chief Financial Strategist
Director of Tax Strategy
Unlike passive "buy and hold" strategies, we actively adjust portfolio allocations based on market conditions. This approach allows us to capitalize on opportunities in rising markets while protecting capital during downturns.
We integrate tax planning with investment management to maximize after-tax returns. Our strategies are designed to minimize tax liabilities while supporting your long-term financial goals.
Our team includes professionals with advanced degrees and industry certifications, ensuring you receive advice from qualified experts.
As fiduciaries, we are legally obligated to act in your best interest at all times, providing advice that puts your needs first.
"Their active management approach made all the difference during the market volatility of 2022. While my friends with passive investments saw significant losses, my portfolio actually gained value. The team's expertise and proactive communication give me confidence in my financial future."
Elizabeth Donovan
Retired Healthcare Executive
"As a business owner, my financial situation is complex. The team at Wealth Strategy Partners has not only helped me optimize my investment strategy but also integrated it with my business succession planning. Their comprehensive approach has given me peace of mind about my retirement."
Richard Westbrook
Manufacturing Business Owner
"The tax optimization strategies they implemented saved me over $35,000 in capital gains taxes last year alone. Their attention to detail and personalized approach make me feel like their only client, even though I know they manage substantial assets."
Sophia Martinez
Technology Executive
Financial Times, 2023
Wealth Management Magazine, 2022
Forbes, 2021-2023
Investment News, 2023
Our process starts with a complimentary 15-minute consultation to understand your unique financial situation and goals. Let's discuss how our active investment approach can help you achieve financial security in any market environment.
