Strategy About Resources Contact Client Center Message From Our President When I founded the Wealth Strategies Group in 2001, it was based on a simple idea, “Doing what is in the client’s best interest is always the right answer.” After spending five years in the investment business with a national “wirehouse” brokerage firm, I had seen enough to understand that the traditional Wall Street model of manufacturing investment products to be packaged and sold was outdated and fundamentally flawed. I knew then that long term success and meaningful growth of clients’ hard earned assets was more than buying into the latest trend or following self serving corporate investment strategies. There was a better way. Clients’ needs must come first, investment portfolios must be structured with innovation and independent due diligence, and investments must be consistently monitored for changes in life situations as well as market conditions. “Doing what is in your best interest is always the right answer.” Fast forward to today, and the Wealth Strategies Group has helped thousands of people just like yourself that are looking for innovative, personalized financial strategies to live the life they want. Our conservative wealth management, advanced retirement planning capabilities, innovative tax efficient strategies, and family succession planning have uniquely positioned our clients for safety and success for nearly two decades and counting. If you are looking for Independent Certified Financial Planner™ Professionals that will put your needs first, objectively answer your questions about how to best secure your financial future, and protect what you’ve worked so hard to achieve for yourself and your family, then schedule an appointment to see us today. We’re looking forward to helping you live the life you want. Travis Allen Certified Financial Planner™ President, Wealth Strategies Group 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.