STRATWEALTH

Firm Profile

What’s Your Next? And are you ready for it?

Your life is ever-evolving – and your financial outlook changes right along with it. At STRATWEALTH, we’re driven by a passion to understand your needs and goals, anticipating milestones to ensure that you’re always ready for What Comes Next in both your business and personal life. We offer objective, individualized, and trusted advice on a full range of strategic financial advisory services.

Our unique, 8-stage NexitStrategy is designed to focus on your personal goals, dreams, and legacy, leaving you with a clear path to financial freedom.

Our signature FiduciaryFitStrategy is designed to focus on your business plan, supporting employers and small business owners who wish to provide financial encouragement to engaged employees, while retaining a level of comfort and security regarding their own liability. So, What’s Your Next? And, how can STRATWEALTH help you and your business take advantage of it? Contact us at nexit@strat-wealth.com or www.strat-wealth.com if you are ready for your Next.

KEY CONTACTS
Patricia Achterhof, CPFA, AIF®, RP® , (410) 988.9494, pachterhof@strat-wealth.com

WEBSITE
www.Strat-Wealth.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million)

OPTIONS AVAILABLE
• Business Development Consultants
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• Internal Rollover Program
• Allows Fiduciary Declaration3(21)/3(38)
• 408(b)(2) – in-house or outsourced
• Consulting on SMAs
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules

30 home office employees supporting the retirement business