MOVING YOU FORWARD — TOGETHER
StratWealth's unique NexitStrategySM includes our Professional Integration stage where we work hand-in-hand with your estate planner, insurance provider and accounting professional to identify any gaps in your financial security map. Imagine having a unified strategy to synchronize every facet of your asset management and ensure your protection — that’s peace of mind
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James M. Griesser CFP,® AIF®
Partner/Chief Compliance Officer
Jim has been active in the financial planning industry since 1987, with well over 25 years of experience, and has been a Partner in StratWealth since it’s inception in 1991…