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Patel Wealth Strategies Inc.
Patel Wealth Strategies, Inc., located in Chandler, Arizona, is an independent, fee-only financial advisory firm led by Michelle Patel, CFP®, who brings over 15 years of experience in guiding clients through various financial stages. The firm specializes in serving high-income earners, business owners, and pre-retirees by offering personalized financial planning and investment management services. Their approach emphasizes helping clients organize their finances, gain clarity, and maximize savings to build wealth. Operating under a fiduciary standard, Patel Wealth Strategies is committed to providing transparent, objective advice tailored to each client’s unique financial situation, including aspects like estate planning, tax strategies, and cash flow management. The firm offers both flat-rate financial plans and asset management services, aiming to empower clients to make informed decisions for a secure financial future.