Wealth Rescue Strategies, Inc.

Wealth RESCue Strategies, Inc. is a Registered Investment Advisor Firm established in 1995 and acquired by Jennifer D. Rayner in January 2018. Based in San Diego, California, the firm specializes in retirement consulting and wealth management services. Acting as a fiduciary, the firm customizes portfolios based on clients' investment objectives, allowing clients to make requests or suggestions regarding their investments. Wealth RESCue Strategies does not sponsor a wrap fee program and had $52,650,485 in discretionary assets under management as of December 31, 2024. The firm offers various fee structures for wealth management services, including a combination of base fee and percentage of assets under management fee or a fixed annual fee. Clients have the option to grant discretionary or non-discretionary authority over their accounts. The firm's investment strategy is based on asset allocation and proper diversification to reduce volatility and risk. Wealth RESCue Strategies does not charge performance-based fees and generally serves retirement plans, trusts, individuals, and high-net-worth individuals. The firm does not have an account minimum but may decline clients with smaller portfolios. Ms. Rayner, the President & Chief Compliance Officer, has a Bachelor of Journalism degree and holds various securities licenses. She is also an Accredited Investment Fiduciary (AIF®) with no material disciplinary events. Ms. Rayner is involved in other business activities, including Moniwell and Mindfulness of Money. The firm's compliance is overseen by Ms. Rayner, who ensures adherence to regulatory rules and internal policies. Clients receive periodic account reviews and have the authority to vote on client securities. Wealth RESCue Strategies does not maintain custody of client assets and does not receive economic benefits from third parties for advice rendered to clients.