At StrateFi, our mission is to manage our clients’ financial well-being and provide an experience that is ultimately gratifying and fiscally rewarding. As an independent wealth management firm, we have one overarching investment principle: to protect our clients’ interests.
We believe that every person has their own financial path, and at StrateFi, we chart your specific financial course together, creating a comprehensive road map for you to pursue your life goals and greatest aspirations.
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
3650 Mayberry Dr.#101-7
Reno, NV 89509
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