Strateon Intelligent Wealth

STRATEGIC

​PLANNING


OBJECTIVE

​ADVICE


SMART & INNOVATIVE

​INVESTING


​for an evolving world.


Advice-Only Financial Planning

​with the Right Solutions to

​Achieve Your Goals and

​Maintain ​Your Financial Freedom

Personalized
Comprehensive
Financial Planning

Attain your financial freedom with a modern digital experience that supports your journey to achieving your goals.
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Personalized
Investment Advice

Get objective, tailored investment advice and strategies to maximize your portfolio's potential.
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Personalized
Digital Financial Assets Advice

Attain financial freedom with a unique strategy designed to achieve your goals with a customized approach to Bitcoin and cryptocurrency.
Learn More

Start Your Journey to Financial Freedom Today!

Start Your Journey to
Financial Freedom Today!

Schedule a FREE Introductory Meeting Now!
Get a FREE Personalized Financial Assessment!

​​

Why You Should Choose Strateon Intelligent Wealth

Advice-Only

Receive investment advice and recommendations, and leave your accounts where they are. Financial planning and investment advice –  Simplified!   Learn More

Fee-Only

No investment product sales. No commissions or fees when you invest in any specific investments.  Learn More

Fiduciary

Strateon Intelligent Wealth has a fiduciary duty to put your interests first. Advice you're given will always be what is believed to be best for you.  Learn More

Flat-Fee

Simple flat fees so you always know how much and what you're paying for. No percentages. No confusion.  Learn More

Transparency

Honesty and openness are important to a successful relationship. You will always know where you stand and what is being done for you.

Independent

Strateon Intelligent Wealth is not bound by special interests of a larger financial institution and provides advice and recommendations that are truly in your best interest.

Privacy

Your information isn't shared with anyone so you can be confident that your confidentiality and privacy are taken very seriously.

Personalized

Every aspect of your experience with Strateon Intelligent Wealth will be personalized to meet your needs and your unique situation.

Virtual

Enjoy the flexibility of working with a financial advisor from anywhere you currently are. Get started on the path to your financial future with a simple Internet connection or a phone.

Education

Every aspect of your financial plan will be explained so you understand why the recommendations and advice are being given.

Strateon Intelligent Wealth's Simple Process

Intro Meeting

We'll meet so we can learn more about each other and see how I can help you.

Discovery

We'll hold one or more meetings to discuss your current situation in more detail and determine your goals and wishes. You'll provide various information and documents for use in your financial plan.

Develop Your Plan

Your personalized financial plan and investment recommendations will be developed and then presented to you.

Implement

We work together to implement your financial plan.

Start Your Journey to Financial Freedom Today!

Start Your Journey to
Financial Freedom Today!

Schedule a FREE Introductory Meeting Now!
Get a FREE Personalized Financial Assessment!

Hours

Monday - Friday: 9am - 5pm Pacific

Early Mornings, Evenings, & Weekends: Call or E-mail to Schedule

Location

Simi Valley, California

Available to work with anyone anywhere in the USA through virtual solutions.

Hello@StrateonIntelligentWealth.com
805.864.6555
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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Strateon Intelligent Wealth makes no representation as to the completeness or accuracy of information provided at these web sites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and  the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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