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Goldsberry Wealth Strategies

Your path to financial success

The Advisors at Goldsberry Wealth Strategies offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, attitudes, preferences, and goals.

Your custom strategy will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Whom We Serve

The Goldsberry Difference

The Advisors At Goldsberry Wealth Strategies

We become a team, working together in all aspects of life. Planning ahead for weddings, buying a new car, or celebrating retirement with a new hobby or living independently and comfortably. We help you manage life, and give you the confidence to enjoy it.

Objectivity – As an Independent Raymond James advisor I am under no pressure to sell you anything. Therefore I will do what is best for you! Your long term happiness is what I strive to attain.

Integrity – Striving for Excellence.

Honesty – Direct, Truthful, Transparent communication is the foundation of our relationship. I promise that!

Passion – Making a positive difference daily. Seeing my clients happy and satisfied is why I do this. Being a part of your life is the most rewarding part of this business.

Contact Us

Athens, OH ............ (740) 593-6500 
Parkersburg, WV ... (304) 428-3300
Toll Free .................(800) 468-5345

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