Our Servicesstevesharp2025-03-06T17:12:23+00:00

Our Services

We understand that every client’s financial needs and goals are unique.

That’s why we offer a range of services tailored to meet the individual needs of our clients based on their values. Whether you’re retired or approaching retirement, a small business owner, or anyone in between, we are dedicated to helping you identify, quantify, and achieve your lifestyle objectives.

We offer different levels of standard service packages based on the number of assets under management. According to those levels, you will have access to a range of services that are appropriate to your needs.

Coordination with other professionals

Comprehensive Portfolio Management

Investment Strategies

Risk Management Strategies

Income Distribution Strategies

Estate Planning Strategies

Ongoing Investment Monitoring

Charitable Giving Strategies

Periodic Reviews of Retirement Planning Strategies

Financial Planning

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With over 200 clients, we have a wealth of “real-life” experiences to draw from, and we use this knowledge to help our clients make wise choices. We believe that “knowledge is learning from your experiences, wisdom is learning from the experiences of others”.

At 168 Wealth Strategists, we strive to help our clients learn from the experiences of others and make the most of their financial resources to achieve their goals.

Connect With Us

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

P.O. Box 930789
Wixom, MI 48393

5548 1^st 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.

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