Lance Perkins, CFP, LUTCF and Gerard Perkins, BBA, do business as Wealth Strategies, LLC. They are committed to helping individuals and families leverage their financial resources to achieve lifetime goals and to increase their personal financial security. Since 1985, Lance and Gerard have provided clients with financial and estate planning strategies through offices in the Intermountain area.
Lance is licensed for securities business in Idaho, Arkansas, Florida, Utah and Washington. Gerard is licensed in Idaho. Lance is licensed for advisory business in Idaho.