Financial Planning
Financial Peace of Mind is knowing how to support the lifestyle and the people you care about.Our process is designed to give you the information and support you need to maintain that peace of mind.
Independent, Fee-Only Financial Planning
Whether you’re heading to the office or enjoying your retirement, you need confidence that your financial advisor is attending to your needs – tax, estate, insurance, college planning, and a carefully structured portfolio.
At Strivus Wealth, our mission is to help you achieve your goals and dreams through highly personalized, full-service financial planning and investment management. As independent, fee-only advisors, we sell no products, make no commissions, and work only for you – our client.
Family Focused
We are a firm of family-focused partners. We understand the wide range of family and relationship dynamics that can surround money. As such, we strive to get to know our clients and their families to best serve them as circumstances evolve.
We also understand that life tends to stay busy. With this in mind, we believe “boutique service” includes a clear and accessible picture of your financial life that we can both keep at our fingertips. This enables us to jump in with expertise, information or adjustments when you need us most.
We Answer the Questions You Didn’t Even Think to Ask
The planning process is about more than answering the questions you bring to us. It’s about contextualizing what’s true and helping you understand hazards and opportunities you may not know about.
The financial landscape of your life will naturally evolve over time. We commit ourselves to continual education in tax, estate, and Social Security laws to provide you with timely, impactful financial guidance along the way.
This penchant for continuous learning, combined with close collaboration with your legal, insurance, and accounting professionals, ensures that you remain proactive, informed, and well-positioned for the future.
