Finding the Way Together
We’re committed to guiding you through the financial terrain that is specific to you. There are many paths you can take to achieve financial independence, and we’re here every step of the way.
We honor your vision by implementing our distinctive and proven approach, built on meticulous strategy and navigated with clear and thorough direction.
We use a multifaceted approach to meet our clients’ needs. We are client focused, not product focused. Our services are able to be customized to meet the needs of each individual client.
Our primary focus is on what is best for our clients. We help our clients every step of the way to work toward their goals and objectives. Trying to navigate your finances on your own can be very difficult and confusing. We are here to help clarify what is important to you through our process and philosophy.
Our mission is to assist clients in all aspects of wealth management.
An assessment meeting to see if we are a good fit to work together.
We use a multifaceted approach to cater to our clients’ needs. We are client focused, not product focused. Our services are able to be customized to work toward the needs of each individual client.
Finding the right financial advisor to manage your wealth may be one of the most important decisions you will make to safeguard your financial future. At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.
©2021, StrateFi Wealth Management, All Rights Reserved.
Open:M-F 6:30am - 4:00pm PST
At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.
18881 Von Karman Ave, Suite 410
Irvine, CA 92612
300 E. 2nd St, Suite 1510
Reno, NV 89501
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