The Evolution of StratWealth
StratWealth in honored to serve over 900 families, 100 local businesses, and over $1.4 Billion assets under care. Serving moreover means that we take pride in giving back to the communities in which we live, work and play by providing support to over 35 local organizations, non-profits, and charities.
-Firm is birthed as EG&E Inc.
-Offices opened in Columbia, Maryland.
-Fourth New Partner added, name change to EGE&A Inc.
-New offices opened in Salisbury, Maryland
-Gary Desjardins joins the firm
-CEO, Jim DeCarlo, unveils Strategic Partnership Program to support other RIA firms seeking growth.
-Awarded Best Practice for IT by Investment News
-Joe Garrison and Kim Magaha announced as Partner.
-Firm launches Next Chapter to help those facing pre- and post-divorce needs.
-Signed 10 year lease to move headquarters to MapleLawn.
-Ed Von Lange joins the firm: a CFP with 25 years of experience.
**The Financial Times 300 Disclosure: The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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.