Strategies for Wealth Management
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About Strategies for Wealth Management
Since 1998, Michael J. Lehrhaupt, President and CEO of Strategies for Retirement, has been helping clients protect their assets and income due to risks they may face in retirement. Michael, along with his staff, are committed to providing the highest level of service and guidance to their clients.The belief of the Strategies for Retirement team is to provide a sound, holistic financial plan for retirement, which should include well-defined strategies to address such risks as longevity, market volatility and unexpected illness.We help our clients plan their retirement utilizing the following 3 key principles:1. Safety First2. Reasonable Rate of Return3. Keep it SimpleInvestment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Michael Lehraupt providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prep
Company Information
- Company Type
- In-House Team
- Company Size
- Founded
- 1998
- Headquarters
- Shelton
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