Stroudsburg, PA — November 27, 2017
Wealth Strategies & Management LLC (WS&M), a Stroudsburg Pennsylvania based wealth management firm, is pleased to announce Thomas Byrne’s new role as Regional Fixed Income Specialist at Charles Schwab. Byrne has been a valued member of the WS&M team for five years and will be transitioning to his new role at Charles Schwab effective November 27, 2017. Although Tom will no longer be with WS&M we can still contact him as WS&M can utilize services of Charles Schwab, on behalf of their clients.
Byrne’s expertise in fixed income markets, as well as his unique market perspective and personal industry insights gained from his decades of experience within the financial services field, will be put to full use in his new role. WS&M celebrates Byrne’s achievement and wishes him well in his latest endeavor.
About Wealth Strategies & Manaqement, LLC
Wealth Strategies & Management, LLC (WS&M) offers a comprehensive suite of financial services to their clients geared toward providing a complete picture as to either their individual or business financial health. WS&M services include financial planning, cash flow analysis, estate planning, retirement, and business services, among others. WS&M’s business philosophy centers on organizing, analyzing, managing and distributing client assets in an understandable and accessible manner consistent with specific client objectives and financial goals. Currently WS&M services a broad range of clientele across the country including pre-retirees, retirees, professionals, and business owners. For more information on WS&M visit the company website at vvww.wsandm.com.
Securities offered through LPL Financial. Member FINRNSIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group, Wealth Strategies & Management LLC are separate entities from LPL Financial.