Estate Planning and Wealth Strategies, Inc. is an independent financial services firm based in St. Louis, Missouri, offering personalized wealth management and financial guidance. The firm works with individuals and families to understand their circumstances, goals, and priorities, then develop strategies tailored to their needs. Its services include investment planning, retirement planning, estate planning, and tax-related financial resources, supported by educational tools and ongoing guidance. The firm aims to make complex topics such as investing and retirement planning easier to understand and help clients work toward long-term financial goals and greater financial peace of mind.

Clients can arrange a free initial consultation to discuss the firm’s approach, processes, and costs. The team includes President Gregory E. Robinson and Administrative Assistant Brenda J. Moore. The firm states that it is committed to building long-term relationships and providing fair, knowledgeable advice. Securities are offered through Cambridge Investment Research, Inc., and investment advisory services through Cambridge Investment Research Advisors, Inc.; these firms are not affiliated with Estate Planning and Wealth Strategies, Inc.