# Financial Strategies Wealth Management LLC

Financial Strategies Wealth Management LLC is a Multi Family Office based in Montrose, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Montrose, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 1995
- **Assets under management:** $100M - $250M (Altss estimate)
- **Website:** www.financialstrategieswm.com

## Regulatory record

- **CRD number:** 170530
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170530

## About

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.

## Sectors

- Wealth Management
- Private Client Services
- Retirement Planning
- Investment Management

## People

- Michael G. Schroeder — President and Chief Investment Officer
- John J. Miller — Senior Vice President, Director of Operations

## 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.

## Related profiles

- [Greenpoint Asset Management V LLC](https://altss.com/profile/greenpoint-asset-management-v-llc)
- [TRUE NORTH FINANCIAL PLANNING, LLC](https://altss.com/profile/true-north-financial-planning-llc)

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Last updated: 2026-07-06T01:24:16.598Z

Canonical page: https://altss.com/profile/financial-strategies-wealth-management-llc

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