Wealth Strategies works under the guidance of a number of state and federal entities, holds certain credentials and qualifications and utilizes the resources of some of America’s most trusted third parties, such as Morningstar. The list below outlines many of these entities and resources used by Wealth Strategies on a daily basis.

US Securities and Exchange Commission                                          www.sec.gov

Certified Financial Planner Board of Standards Inc.                             www.cfp.net

Morningstar                                                                              www.morningstar.com

TD Ameritrade                                                                         www.tdameritrade.com

Financial Questionnaire 

Wealth Strategies presents:  Jeff Ptak from Moringstar ® Investment Services^SM

Wealth Strategies is pleased to bring you Jeff Ptak from Moringstar ® Investment Services^SM .  If you were unable to join us for this informative conference call on current market conditions and what to expect in the coming months, we welcome you to listen to the recording below. 

Click Below to Play the Complete Conference Call! Note: Some web browsers may automatically start the audio file.