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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Chief Executive Officer
Jim DeCarlo is a thought leader with more than two decades in the global retirement and financial services market…