StratWealth’s Exclusive 8-Stage NexitStrategy



Our number one priority is recognizing “What's Next” in your financial big picture, before a milestone event even presents itself. A new job, a vacation home or that big raise? We’ll anticipate the ramifications, both good and bad, in advance, and factor them into your all-encompassing NexitStrategy.SM

StratWealth’s unique, 8-stage wealth management pathway is designed to continually move your personal goals, dreams and legacy forward. From the moment we get acquainted to the dynamic synchronization that keeps your wealth management plans on course, your NexitStrategy delivers peace of mind and prepares you to capitalize on all challenges and changes.


We Have Your Next

When you partner with StratWealth’s financial experts, you can be confident that our focus is on more than just your investments. We believe the greatest value we can provide is to help you understand and manage the ever-evolving landscape of financial decisions you’ll face.

Because we are fee-based advisers, we offer each client unbiased, individualized and trusted advice. As important, we’re experienced, professional and transparent — we will invest the time needed to ensure that you value us as a strategic partner. And we’ll always put your needs first, from working directly with your CPA®, Attorney or Insurance Representatives, to incorporating your family’s specific requirements and desires — StratWealth remains committed to ensuring that your wealth management planning is all about you and your Next.

With the StratWealth® team alongside you on your financial path, you will quickly come to realize that we view wealth management as an individualized and holistic process. We’ll work with you to secure your financial future and help you achieve and manage your personal, financial, business and family goals.

Our NexitStrategy wealth management process will support you on the track to positive financial outcomes through multiple avenues, including:

  • Wealth Management
  • Financial Planning
  • Investment Management
  • Qualified Plan Advising
  • ‘Life Documents’ Management Through NexitPlanSM
  • Tax-Efficient Investing
  • Retirement Income Planning
  • Asset Management
  • Insurance Strategies
  • Tax Planning
  • Estate Planning
  • Business Succession
  • Pension Planning
  • Divorce Navigation
  • Philanthropic Management