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- Custodian
- Assetmark · Fidelity/NFS · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2018
- Office Locations
- 1
Office Locations
About Wealth Strategies & Solutions, Ltd.
Wealth Strategies & Solutions, Ltd. is a Rochester, NY-based independent advisor providing financial planning and portfolio construction, with a focus on risk management and tax-aware decision making. The firm works with individuals and families (including business owners) on goals like retirement and legacy planning, and supports life transitions such as divorce and education funding, including help negotiating college tuition bills. Portfolios commonly use public funds and ETFs.
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Investment Themes
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Owner & Executives
ROBERT J BALDES JR
Owner
- CRD
- #1282980
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,552,641 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,552,641 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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