Good advice starts with people who listen.
Meet the professionals behind Stride Wealth — a team assembled to bring investment management and financial planning together around you.
A team built around your plan.
Stride Wealth was founded on a simple belief: financial advice works best when the people providing it truly understand the person receiving it. Our purpose is to help clients make better financial decisions across their personal and professional lives.
As a boutique practice, we review your portfolio, answer your questions and coordinate with your CPA, attorney and other advisors as circumstances change.
As a sister firm to Stride CPA Group, our team also brings a tax-aware lens to wealth management, so investment and planning decisions can be considered alongside their tax implications.
Three commitments behind every relationship
Listen first
Every engagement begins with understanding — your goals, your family, your business and what you want your wealth to accomplish.
Explain clearly
We believe you should never wonder what you own or why. Our team takes the time to walk through strategies in plain language, so every decision is an informed one.
Stay engaged
Markets move, tax laws change and life rarely follows a script. We review and adjust as decisions arise.
What our team helps with
Our professionals work across the full spectrum of wealth management — so as your needs evolve, the same trusted team can help you address what comes next.
Investment Management
Portfolios designed around your goals, time horizon, cash-flow needs and tolerance for risk.
Explore Investment ManagementFinancial Planning
A coordinated financial roadmap for the decisions affecting your life, family and future.
Explore Financial PlanningRetirement Planning
A fuller view of retirement income, taxes, healthcare and long-term financial independence.
Explore Retirement PlanningCash Flow & Financial Management
Practical planning for savings, spending, cash reserves and the priorities that matter most.
Explore Cash Flow & Financial ManagementAsset Allocation
A disciplined approach to balancing risk and opportunity across your portfolio.
Explore Asset AllocationBusiness Succession Planning
Thoughtful guidance for ownership transitions, leadership changes and life beyond your business.
Explore Business Succession PlanningCharitable Giving
Intentional planning for the causes you care about and the legacy you want to leave.
Explore Charitable GivingExperience you can examine.
Credentials matter, but so does accountability. As a registered investment adviser, Stride Wealth operates with a fiduciary mindset and a duty to place your interests first. Our team's background, qualifications and disciplinary history can be reviewed through the SEC's Investment Adviser Public Disclosure website.
Ready to take the next step?
Let’s talk about what matters most to you and how a thoughtful financial strategy can help you move forward.