Call Us Toll Free: 1.888.892.6454

Investment Advisery Firm

Financial Strategies – Wealth Management Group is an independent, boutique Registered Investment Advisery firm in the South Coast Metro area of Orange County, California. As a trusted Fiduciary, our professionals – Wealth Builders and Cash Flow specialists — act in the best interests of our clients. Clients First, always and in all ways.

For more than 33 years, we have helped people — just like you — grow, preserve and receive guaranteed income for life from their money.

Our services:

  • Retirement Planning and Tax-Advantaged Wealth Distribution
  • 401(k) plans for businesses
  • College Funding for your college-bound children
  • HENRY/FIRE plans for High Earners Not Retired Yet / Financial Independent Retire Early individuals.

Tell us what we can do for you, too.

Because... money does buy dreams

What’s one hour of your time worth?
If we could show you a way to meet or exceed your financial goals, would it be worth an hour of your time?

Let's get started.

Call us @ 714–368–7494 to schedule a no-cost, no-obligation meeting to discuss some ideas to make your dreams your reality.