Why STRATWEALTH ® is Different

StratWealth is defined by its people. A group of financial professionals who come to work every day with the determination to serve others to make lives better.

When you experience StratWealth, you will immediately be immersed into a Culture of We. In Serving Others to Make Lives Better, we believe that we must work as a team, side by side, with you. We approach your goals strategically, while embracing your aspirations. We are grateful for that opportunity! We know our clients by name, not just by account number. We take the time to listen in order to understand your lifestyle and your objectives. Then, we work collaboratively to help accomplish your defined goals. We embrace the culture of we and invite you to explore the difference that we can make together!

We provide a wide variety of financial services that include all aspects of your financial life.

StratWealth has established proprietary processes that allow us to evaluate and implement a strategic approach to your specific needs. Whether you are a pre-retiree wondering what lifestyle you can afford in retirement, a retiree with questions seeking clarity, or a business owner facing the next stage of growth, our eight-step processes provide the framework for financial planning that ensures you are fully engaged as your needs change.


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

Why People Choose STRATWEALTH


AIF Designation: Out of approximately 300,000 financial advisors in the U.S, less than 3% of them hold the AIF designation. Your StratWealth advisor holds the AIF and will act as a Fiduciary.

Certified Financial Planner

CFP Designation: Out of approximately 300,000 financial advisors in the U.S., less than 30% of them hold the CFP designation. Your StratWealth advisor holds the CFP and manages your wealth with comprehensive planning in mind.


StratWealth has been independently owned for over 25 years! StratWealth advisors are not managed or limited by any particular investment entity. Recommendations are totally unbiased.

Fee Based

StratWealth advisors are compensated through a fully disclosed and transparent fee structure that clients are completely aware of. StratWealth’s incentives and the client’s incentives are in alignment at all times.

Please Note: Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if StratWealth is engaged, or continues to be engaged, to provide investment advisory services.