IREXA Financial Services / Wealth Strategies Employee Directory

Financial ServicesWashington, United States2-10 Employees

IREXA FINANCIAL SERVICES / WEALTH STRATEGIES is a full service, client-centric, financial advisory firm that helps high-income, high-net worth individuals, and small businesses create tax efficient, wealth management strategies. We build a personalized, integrated, collaborative wealth management strategy to help you reach your defined goals. Keeping more of your money working for you.

Collaboration with other professionals is the key to effective wealth preservation; along with Certified Public Accountants, Commercial Real Estate Brokers and Attorneys we analyze, build strategies, and provide solutions to implement a comprehensive approach to minimize tax liability and maximize overall after-tax earnings.  A team of financial professionals produces better outcomes so our clients win.

Tax Efficient Investment Solutions Helping You Keep More of What You Make






IREXA® Financial Services / Wealth Strategies collaborates with CPAs, attorneys, and other tax planning professionals to assist clients with tax mitigation strategies.  IREXA® and Great Point Capital, LLC are not tax professionals or attorneys. IREXA® only provides client tax mitigation strategies through, and with the approval of, the client's professional counsel.
Securities offered through Great Point Capital, LLC, Member FINRA/SIPC, 200 W Jackson Blvd #1000, Chicago, IL 60606, telephone (312) 356-4872. IREXA® is not affiliated with Great Point Capital, LLC.

Find IREXA Financial Services / Wealth Strategies employees' phone numbers or email addresses

IREXA Financial Services / Wealth Strategies Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

IREXA Financial Services / Wealth Strategies's Leadership

  • Stylized image of a person
    R. L. B.
    Ceo & Chief Strategist
    Phone icon
  • Stylized image of a person
    R. B.
    Chief Executive Officer & Chief Strategist
    Phone icon
  • Stylized image of a person
    T. Z.
    Marketing Communications And Operations Manager
    Phone icon
  • Stylized image of a person
    R. E.
    Alternative Investment Specialist
    Phone icon

IREXA Financial Services / Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from IREXA Financial Services / Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. L. B.
    Ceo & Chief Strategist
    Phone icon
    United StatesWashington
    May 24, 2025
  • Stylized image of a person
    R. B.
    Chief Executive Officer & Chief Strategist
    Phone icon
    United StatesWashington
    Oct 05, 2023
  • Stylized image of a person
    T. Z.
    Marketing Communications And Operations Manager
    Phone icon
    United StatesWashington
    May 30, 2025
  • Stylized image of a person
    R. E.
    Alternative Investment Specialist
    Phone icon
    United StatesCalifornia
    Jun 05, 2025

Frequently Asked Questions

What is IREXA Financial Services / Wealth Strategies known for?

Minus sign iconPlus sign icon
IREXA Financial Services / Wealth Strategies was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 2312 Eastlake Avenue East Seattle, Washington United States; you can contact the main corporate office by phone at . Explore IREXA Financial Services / Wealth Strategies's company overview page for more information.

What is IREXA Financial Services / Wealth Strategies's most common email format?

Minus sign iconPlus sign icon
IREXA Financial Services / Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IREXA Financial Services / Wealth Strategies email formats with LeadIQ.

How many employees does IREXA Financial Services / Wealth Strategies have currently?

Minus sign iconPlus sign icon
IREXA Financial Services / Wealth Strategies has approximately 5 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are IREXA Financial Services / Wealth Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of January 2026, IREXA Financial Services / Wealth Strategies's key employees include:

  • Ceo & Chief Strategist: R. L. B.
  • Chief Executive Officer & Chief Strategist: R. B.
  • Marketing Communications And Operations Manager: T. Z.
  • Alternative Investment Specialist: R. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.