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Financial Strategies Wealth Management LLC
FINANCIAL STRATEGIES WEALTH MANAGEMENT LLC is a state-registered investment adviser in MONTROSE, AL. The firm manages approximately $24 million in regulatory...
Overview
FINANCIAL STRATEGIES WEALTH MANAGEMENT LLC is a state-registered investment adviser in MONTROSE, AL. The firm manages approximately $24 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1995
Location
Region
North America
Country
United States
City
Montrose
Corporate office
Cincinnati, OH, United States
Principals
Michael G. Schroeder
President and Chief Investment Officer
John J. Miller
Senior Vice President, Director of Operations
Sector focus
Frequently asked questions
How does Financial Strategies source its investment products?
The firm primarily uses third-party mutual funds, ETFs, and separate account managers. It does not run its own direct company-building or venture-style deal flow.
Does the firm participate in direct private investments?
Yes but only through pooled vehicles like limited partnerships in real estate or private credit. Direct co-investments alongside GPs are not typical for the firm.
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