Investment Strategies Inc.

our firm only works with entrepreneurs who are seeking a holistic approach that encompasses both the business and personal aspects of their finances. we work with our sister company propel cpa as part of our holistic approach for those entrepreneurs seeking a transformative not transactional relationship with their cpa firm. during our time in the industry, we’ve worked with hundreds of business owners to help them grow their wealth, protect their assets and make smart investment decisions. our focus is entrepreneurs only and the holistic approach we take combining the business and personal aspects of our process allows us a unique perspective. as part of propel360 offered by our sister company propel cpa a licensed public accounting firm, we bring to the table a unique skill set and perspective of accountants, investment advisors and financial planners combined.