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WEALTHY CHOICES
Wealthy Choices® is a registered investment advisor offering financial planning and wealth management. It provides post-retirement income services focused on...
Overview
Wealthy Choices® is a registered investment advisor offering financial planning and wealth management. It provides post-retirement income services focused on maintaining lifestyle in retirement, along with investment management, estate planning, and personalized retirement planning. The firm serves clients with securities and advisory services offered through LPL Financial.
General information
Firm type
RIA
Year founded
2000
Location
Country
United States
City
Westwood
Principals
Penelope S. Tzougros
PhD, ChFC, CLU
Frequently asked questions
Who controls WEALTHY CHOICES?
No individual or family has been publicly identified as the principal behind WEALTHY CHOICES. The firm maintains no public roster of directors, trustees, or investment staff, and the registered trademark does not reveal a controlling entity in available filings.
What does WEALTHY CHOICES invest in?
The firm has not disclosed its asset allocation, sectors of focus, or specific portfolio holdings. Without public filings, a website, or LinkedIn presence, its investment mandate remains unknown.
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