Take Control of Your Financial Future with Proven Wealth Strategies

We help you build, grow, and protect your wealth one smart decision at a time

Start Now
Easy Wealth Strategy

Welcome to Wealth Strategy, where our goal is to help you achieve financial success. Whether you're looking to grow your investments, plan for retirement, or simply get your finances in order, we’re here to guide you every step of the way

Our Services

Learn about what we do financial planning, investment advice, retirement planning, and more

Client Stories

Hear from people who have worked with us and see how we’ve helped them succeed

Why Choose Us

See why our clients trust us Personalized advice, expert guidance, and a proven track record. With insights and advice from our professional financial advisors and analysts, we ensure our clients receive expert guidance

Request a Consultation

[elementor-element data="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"]
Start Now

About Us

Our Mission
[elementor-element data="eyJpZCI6IjI4OTNkYmFhIiwiZWxUeXBlIjoid2lkZ2V0Iiwic2V0dGluZ3MiOnsiZWRpdG9yIjoiPHA+PHNwYW4gc3R5bGU9XCJmb250LXdlaWdodDogNDAwO1wiPkF0IFdlYWx0aCBTdHJhdGVneSwgd2VcdTIwMTlyZSBhbGwgYWJvdXQgaGVscGluZyB5b3UgcmVhY2ggeW91ciBmaW5hbmNpYWwgZ29hbHMuIFdlIGJlbGlldmUgdGhhdCB3aXRoIHRoZSByaWdodCBwbGFuLCBhbnlvbmUgY2FuIGFjaGlldmUgZmluYW5jaWFsIGZyZWVkb208XC9zcGFuPjxcL3A+In0sImVsZW1lbnRzIjpbXSwid2lkZ2V0VHlwZSI6InRleHQtZWRpdG9yIn0="]
Our Story
[elementor-element data="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"]
How We Work
[elementor-element data="eyJpZCI6IjRlZTIyZWIzIiwiZWxUeXBlIjoid2lkZ2V0Iiwic2V0dGluZ3MiOnsiZWRpdG9yIjoiPHA+PHNwYW4gc3R5bGU9XCJmb250LXdlaWdodDogNDAwO1wiPldlIGJlbGlldmUgaW4gYSBwZXJzb25hbGl6ZWQgYXBwcm9hY2guIFdlXHUyMDE5bGwgd29yayBjbG9zZWx5IHdpdGggeW91IHRvIHVuZGVyc3RhbmQgeW91ciBnb2FscyBhbmQgY3JlYXRlIGEgcGxhbiB0aGF0XHUyMDE5cyBqdXN0IHJpZ2h0IGZvciB5b3U8XC9zcGFuPjxcL3A+IiwiY29udGVudF93aWR0aCI6ImZ1bGwifSwiZWxlbWVudHMiOltdLCJ3aWRnZXRUeXBlIjoidGV4dC1lZGl0b3IifQ=="]

Meet the Team

[elementor-element data="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"]
David Carter

Founder & Chief Financial Strategist

Mark Anderson

Senior Investment Advisor

John Williams

Estate Planning Specialist

Robert Thompson

Tax Advisor

Kevin Brooks

Client Relations Manager