What STRATWEALTH ® Can Do For You

Nexit Strategy

Our exclusive eight-stage financial planning process for success. Nexit Strategy is a deliberate, transparent process that ensures that each client is fully engaged in their financial planning success. The process never ends because life changes are constant. Every person will be impacted by tax changes, career events, health issues, interest rates, or market movements. Planning is perpetual, and our process provides a consistent approach to review each of life’s changes along the way.

While it’s easy to look backwards to determine the cause, it’s far more difficult to project forward for the appropriate response. StratWealth’s main priority is to project you forward to your Next by developing a personalized strategic plan for life synchronization — your own NexitPlan(SM)    

No plan is complete without safety features. This is where we counterbalance growth with security, hedging against life’s uncertainties.

With the key elements in place, we turn to strategies for the long game — charitable goals, dream fulfillment, wealth transfer.

At this stage, we crystallize clear, incremental, attainable goals and identify appropriate, unbiased approaches toward wealth building.

We encourage you to simplify your life-goals portfolio, by facilitating collaboration between your various professional advisers.

This critical dialogue uncovers your motivations, anxieties and, ultimately, goals. It brings clarity to both you and your StratWealth adviser.

This is our mechanism for enabling ongoing, real time adjustments to keep your plans on course throughout your lifetime.

NexitStrategy demystifies the investment-planning process and empowers you to direct and manage your future. One more reason why StratWealth delivers The Next Piece — to Your Peace of Mind.
FIDUCIARY FIT STRATEGY

StratWealth believes that part of the American dream is that every person should have the opportunity to save for retirement

NEXT CHAPTER STRATEGY

Serving others through divorce means reintroducing financial security and confidence pre-, during, and post-divorce.

STRATEGIC PARTNERING

The StratWealth Strategic Partner Program is about building a business with purpose that is greater than it is today.

Nexit Strategy

Our exclusive eight-stage financial planning process for success.

NexitStrategy is a deliberate, transparent process that ensures that each client is fully engaged in their financial planning success. The process never ends because life changes are constant. Every person will be impacted by tax changes, career events, health issues, interest rates, or market movements. Planning is perpetual, and our process provides a consistent approach to review each of life’s changes along the way.

This is our laying-the-groundwork stage. Building trust and confidence with you is fundamental to developing a successful plan. In this stage, we ask questions; we listen. And then we highlight how we can advocate for your best interests.

This critical dialogue uncovers your motivations, anxieties and, ultimately, goals. It brings clarity to both you and your StratWealth adviser.

Here we coach you in vital wealth-management habits. Together we sketch a broad planning outline, and then introduce you to our online tool you’ll need to understand and advance your plan.

At this stage, we crystallize clear, incremental, attainable goals and identify appropriate, unbiased approaches toward wealth building.

No plan is complete without safety features. This is where we counterbalance growth with security, hedging against life’s uncertainties.

With the key elements in place, we turn to strategies for the long game — charitable goals, dream fulfillment, wealth transfer.

We encourage you to simplify your life-goals portfolio, by facilitating collaboration between your various professional advisers.

This is our mechanism for enabling ongoing, real time adjustments to keep your plans on course throughout your lifetime.

 

NexitStrategy demystifies the investment-planning process and empowers you to direct and manage your future. One more reason why StratWealth delivers The Next Piece — to Your Peace of Mind.

FIDUCIARY FIT STRATEGY

StratWealth believes that part of the American dream is that every person should have the opportunity to save for retirement

NEXT CHAPTER STRATEGY

Serving others through divorce means reintroducing financial security and confidence pre-, during, and post-divorce.

STRATEGIC PARTNERING

The StratWealth Strategic Partner Program is about building a business with purpose that is greater than it is today.

Why Choose STRATWEALTH ®

StratWealth’s primary mission is to Serve Others to Make Lives Better.
To do that, we nurture a genuine culture where everybody matters, every day.

The Next Piece – To Your Peace Of Mind