STRATEGIC PLANNING.


OBJECTIVE ADVICE.


SMART & INNOVATIVE INVESTING

for an evolving world.

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.

Personalized
Investment Advice

Get tailored investment advice on traditional and digital assets to maximize your portfolio's potential.

Personalized

Optional Investment Management

Professional management of your investment accounts that adheres to your financial plan and investment strategy.

Personalized
Digital Assets Advice

Attain your financial freedom with a unique strategy designed to achieve your goals with a customized approach to digital assets that includes portfolio construction, tax planning, estate planning, and more. 

Personalized
Digital Assets Advice

Attain your financial freedom with a unique strategy designed to achieve your goals with a customized approach to digital assets that includes portfolio construction, tax planning, estate planning, and more. 

Personalized
Comprehensive
Financial Planning

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

Personalized
Investment Advice

Get tailored investment advice on traditional and digital assets to maximize your portfolio's potential.

Personalized
Optional Investment Management

Professional management of your investment accounts that adheres to your financial plan and investment strategy.

Personalized
Digital Assets Advice

Attain your financial freedom with a unique strategy designed to achieve your goals with a customized approach to digital assets that includes portfolio construction, tax planning, estate planning, and more. 

Start Your Journey to Financial Freedom Today!

Start Your Journey to
Financial Freedom Today!


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!

Fee-Only

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

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.

Flat-Fee

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

Advice-Only

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

Optional Investment Management

Professional investment management of accounts you don't want to manage yourself that adheres to your personalized financial plan and investment strategy.

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 advice and recommendations are being made.

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.

Plan Development

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!