Strategy About Resources Contact Client Center Innovative Investments Fiduciary: Always acting in the best interest of our clients. As Independent Certified Financial Planner™ Professionals, we utilize cutting edge research and best in class investments to increase your net worth. From decades long seasoned investment managers to the latest in tax efficient ETFs, to structured and insured products, our open architecture, independent investment philosophy is based on our guiding principal: Your best interest is our only interest. Our independence means we are not tied to any particular family of funds or investment products – our only objective is your investment success. Tax Efficient Investing Optimal tax location of assets and algorithm based accumulation and distribution strategies for your financial portfolio can dramatically impact your long term investment performance. Taxes can create significant unplanned liability and erode the value of your financial accounts. Our unique, innovative approach looks across all of your household’s investment holdings – including taxable and tax-advantaged accounts – to identify the optimal asset location and withdrawal strategies to minimize taxes and increase your total returns. At the Wealth Strategies Group, we understand that it’s not just what you make, it’s what you keep that counts. Schedule an Appointment with the Wealth Strategies Group today SCHEDULE NOW (888) 848-4144 17011 Beach Blvd, Suite 150 Huntington Beach, CA 92647 2264 Fair Oaks Blvd, Suite 201 Sacramento, CA 95825 Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Wealth Strategies Group is comprised of investment professionals who are investment advisor representatives of Securities America Advisors, Inc., a SEC Registered Investment Advisor and registered representatives with Securities America Inc, a registered broker/dealer, Member FINRA and SIPC. The Wealth Strategies Group and the Securities America companies are unaffiliated. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Past performance is not a guarantee of future results. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed Travis Allen CA Insurance License #0B79314, Mark Yates CA Insurance License #0E38409 Check out the background of firms and investment professionals on FINRA’s https://brokercheck.finra.org/ Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc © 2019 Wealth Strategies Group. All rights reserved.