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Financial Services Aligned with Your Values

It’s More Than a Strategy—It’s Personal.

Helping you reach your financial goals by staying true to your values, fostering loyalty, and striving for constant growth.

Our Services

We provide customized services designed to align with your unique financial needs, goals, and personal values. Regardless of your age or background, we’re here to collaborate with you and support you in reaching your lifestyle aspirations.

1

Investment

Design an investment plan tailored to your unique goals and needs.

2

Retirement

Craft a custom plan to reach your dream retirement.

3

Estate

Oversee your financial and personal matters both now and for the future.

4

Family

Helping you and your family achieve your financial goals.

A Reliable Partner

Over the years, we’ve helped countless professionals, families, and business owners across various states discover and reach their goals.

HELPFUL CONTENT

Read the Latest

Curated articles, videos, and more for a financially savvier you.

What Our Team Has To Say

“There are 168 hours in a week and how you choose to spend your time, will determine your happiness and success in life.”

Bill Bachrach, 168 Wealth Strategists

“When your values are clear to you, making decisions becomes easier.”

Roy E Disney, 168 Wealth Strategists

Connect With Us

168 Wealth Strategies - Wixom
12395 World Trade Dr, San Diego, CA 92128, USA
168 Wealth Strategies - Fernandina Beach
12395 World Trade Dr, San Diego, CA 92128, USA
Market Data by TradingView

Office: 248-646-0696
Fax: 248-809-9634

P.O. Box 930789
Wixom, MI 48393

5548 1st Coast Highway,
Suite 203 Fernandina Beach, FL 32034

[email protected]

All written content on this site is for information purposes only. Opinions expressed herein are solely those of 168 Wealth Strategists, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC.  Advisory services offered through J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and 168 Wealth Strategists are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Copyright 2025  |   168 Wealth Strategists

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