What Our Clients Say

The StrateFi team have a very thoughtful and detailed approach to wealth management and retirement planning. What I have most appreciated is that they work with you to design a plan for your specific needs and goals, and they look at ALL aspects of your life goals (cars, property, children's college planning, etc). Finally they are very attentive and responsive when you need them. Love working with this team and would highly recommend them.

^{This statement is a testimonial by a client of the financial professional as of 06/23/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

My husband and I have been clients of Jason Sherr and StrateFi Wealth Management for 15 years. We are extremely satisified with their services and our results. We have the ultimate faith with the whole StrateFi team.

^{This statement is a testimonial by a client of the financial professional as of 06/18/26. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Truly a first class professional team that will meet and/or exceed your financial needs !!!
In addition to giving back and paying it forward !!!
We strongly suggest finding out for yourself and experience true professionalism that one would think is more prevalent yet remains rare !!!

^{This statement is a testimonial by a client of the financial professional as of 06/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Jason is the most knowledgeable broker I have ever had.

_{This statement is a testimonial by a client of the financial professional as of 06/19/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Jason and his team of professionals are highly responsive and have continued to provide expert guidance and assistance. I would recommend them without hesitation (and have done so)!

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Jason and Merrick are extremely knowledgeable, patient with questions, have tons of experience in all parts of financial planning, and friendly as well. I highly recommend Stratefi.

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

The team at Stratefi Wealth Management has helped me greatly get my finances in order and best prepare myself for retirement. I look forward to continuing to work with the team.

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

I’m very pleased with the financial services offered by StrateFi Wealth Management. They also performed well when my 90 year old father relocated back to CA. His retirement portfolio increased despite drawing out monthly stipends for his geriatric care. I would recommend them highly and am appreciative of their professional and personalized management services.

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

My wife and I have been with Jason and his team for many years. They are very professional and very helpful to our needs. If we do not fully understand a subject/topic, they always take the time to further explain it for us and always to our satisfaction. Great Team!

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

I love working with Jason , Merrick and Kim. They are all so quick to respond to my needs and so helpful keeping me up to date on the economic environment. It gives me a great feeling of security knowing that they are looking after my retirement investments.

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

I've entrusted my investments and financial planning with Jason (personally) for many years and have always had good communication with him as changes to strategy and specific transactions were made in response to market trends and/or my personal objectives. Additionally, as he's stood up his current company with it's partners I feel that the talent they've assembled provides an even stronger foundation for my investment.

^{This statement is a testimonial by a client of the financial professional as of 06/20/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

The personal service we receive from Jason and his team is exceptional! They are responsive to questions, patient with explanations and are wonderful to work with! We completely trust Jason to help us meet our retirement goals. We recommend him without reservation.

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Great group of wealth management professionals!! I strongly recommend.

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

I've had the opportunity to work with Merrick and Jason since 2011. Over 10 years later I am SO glad I made the decision to begin working on a wealth management plan when I did. In addition to that I am glad I have a Team that I can count on to guide my financial management and continue to keep me rest assured. I would highly recommend Merrick, Jason, and StrateFi Wealth Management for anybody who wants a truly professional team to work with. A huge thank you to Merrick who has not only been a long time friend, but a huge trusting factor when it comes to my wealth management and future.

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

What a wonderful team Jason has assembled at StrateFi Wealth Management! Merrick and Kim are extremely talented individuals who are constantly looking out for your financial well being. I recommend you look this team up to assist in your financial planning and future financial endeavors...

^{This statement is a testimonial by a client of the financial professional as of 06/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Have been a long time customer of over ten years and truly appreciate Merrick, Jason and Kim. Their advice has always been reliable and trustworthy. I would recommend them for your financial planning and wealth management services.

^{This statement is a testimonial by a client of the financial professional as of 08/06/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}