Financial Freedom Starts with Knowledge

Don't Guess; Plan.

Empower yourself with knowledge, understand the process, and make informed decisions.

Who we serve

We specialize in helping individuals and families with $250,000 or more in investable assets navigate the complexities of retirement with clarity and confidence. Whether you're preparing for retirement or already enjoying it, our team provides personalized, hands-on guidance across investment planning, tax strategy, estate preparation, and more. Our approach is thoughtful, educational, and always centered around your unique goals.

Get Started

How We Can Help You

Investment Management

No middlemen. No unnecessary fees. Just hands-on, personalized investment management tailored to you. We analyze, build, and actively manage portfolios designed to match your goals—because your financial future deserves first-class attention.

Financial Health Consultation

Think of this as your financial checkup—minus the headache of a 100-page report. We assess risks, estate plans, income streams, and more, giving you a clear snapshot of where you stand and actionable steps to optimize your financial health.

Retirement Income Planning

Retirement should feel like freedom, not a financial puzzle. We craft a strategy to turn your savings into a steady, sustainable income—so you can enjoy your golden years without money worries.

Investment Education

Confused by market jargon? We break it down. From live workshops to on-demand content, we make investing make sense—so you can grow your wealth with confidence.

Meet Your team. Real People. Real Relationships. Real Advice.

When you work with us, you’re more than just an account balance—you’re family. No robo-advisors, no call center runarounds—just trusted advisors who know you, your goals, and your story.

Nashoba R. Bailey, ChFC® (Chartered Financial Consultant)

Investment Advisory Associate, CTS, CES, CFS, CIS, CAS, Co-Author

Nash is the firm's newest advisor but has been investing since he was 12 years old. He has co-authored a book and teaches classes at local colleges. Nash loves to stay current on new policies and trends.

Hunter W. "Bill" Bailey

Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS, CAS

Bill is the founder of Wealth Strategies and has been providing financial services since 1980. He believes that the greatest value he can provide for his clients are honesty, integrity, and a strong commitment to his client's.

Take The NExt Steps

Sign up for our newsletter

Sign Up Now