Summary
Wealth Strategies Group
Founded in 2016
Description
No matter what stage of life you are in, now is the ideal time to speak with a team of trusted strategic advisors about your financial future. Business planning and succession, legacy and estate planning, and asset protection and growth strategies, we...
Strengths
- Wealth Strategies Group has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Wealth Strategies Group was founded, the company has grown faster than the industry average
Annual Revenue
Wealth Strategies Group's annual revenue
$56399000
Based on Kona Equity data
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Revenue per employee
$473941
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Annual revenue growth since founding
$1883519
Employee Count
119 employees
Executives
Catherine Gilbert
Financial Coach & Director, Wealth Management
c**@wealthsg.comPhone Finance
President & Chief Executive Officer
p**@wealthsg.comRoman Romero
Financial Professional
r**@wealthsg.comCarmen Mcrandall
Disability Income Specialist
c**@wealthsg.comClifford Marks
President & Chief Executive Officer & Financial Advisor
c**@wealthsg.comLinda Plank
Assistant
l**@wealthsg.comRoss Ferrin
President & Chief Executive Officer
r**@wealthsg.comAdolphe Cyr
Financial Representative
a**@wealthsg.comSam Zawisza
Financial Specialist
s**@wealthsg.comJerry Hsu
Managing Director
j**@wealthsg.comMary Bowman
Office Manager
m**@wealthsg.comTravis Hart
President & Chief Executive Officer
t**@wealthsg.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Similar Companies
Key Information
- Name: Wealth Strategies Group
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
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By City Greenwood Village Small Financial planner in Greenwood Village Mid-size Financial planner in Greenwood Village
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Firmographic data G Score of 3 Founded in 2016 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Wealth Strategies Group's headquarters are located at 6455 S Yosemite St Ste 425 Greenwood Village, CO 80111.
Wealth Strategies Group's official website is wealthsg.com
Wealth Strategies Group's annual revenue is $56.4 M.
Wealth Strategies Group's SIC: 62; 628
Wealth Strategies Group's NAICS: 52; 523.
Wealth Strategies Group has 119 employees