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- Home | Wealth Management Strategies
Each client has a different idea of what Wealth is to them Whether it’s more time with family, a financial legacy for future generations or the resources to pursue your passions – Your idea of Wealth is personal to you That’s why our approach to Wealth Management is personal
- Services | Equitable Advisors
Wherever you are in your financial planning or wealth management journey, the financial advisors associated with Equitable Advisors meet you where you are, with advice and strategies tailored to you
- Brent Koch | Wealth Management Strategies
Brent Wood Koch is the managing principal of Wealth Management Strategies As one of the premier financial strategies consultants in the industry, Brent brings over 25 years of experience to WMS He has completed business with some of the most affluent families, business owners and executives across the country
- Ian Ellis | Wealth Management Strategies
Ian joined Wealth Management Strategies in 2011 and currently serves as the firm’s Managing Director and a Financial Advisor In his role as Managing Director, Ian helps manage many aspects of firm operations including marketing, technology, compliance, and finance
- Erica Sylvia | Wealth Management Strategies
Joining Wealth Management Strategies in 2013, Erica has a focus in the Qualified Plan and Executive Benefits arena, focusing on the planning, implementation and ongoing support of retirement assets
- About | Wealth Management Strategies
Click here for other important information disclosures Wealth Management Strategies is not owned or operated by Equitable Advisors or Equitable Network
- Beverly Evans | Wealth Management Strategies
She has worked with the same core group of professionals within Wealth Management Strategies over the years Bev is currently working as the administrative support to the partner team of Daniel Venegas and Erica Sylvia, who focus on 401 (k) and life insurance sales
- David Souter MBA, CFA | Wealth Management Strategies
He provides comprehensive financial estate planning strategies for families and business owners, with a special focus on tax sheltered investment strategies and risk management
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