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Wealth Strategies

More Time for Life

We focus on your investments, so you can focus on the things that matter most in life.

Asset Management

The Role of a Professional

Why do you hire a mechanic to fix your car, a doctor when you are ill, or a contractor to build your home?

These people have the education, training, experience, time and access to specific tools necessary to achieve the best possible outcome for you.

Common challenges people experience when trying to manage their investments on their own, including:

  • Fear to Act
  • Overwhelmed
  • Time Constraints
  • Missing the Tools
  • Emotion
  • Limited Knowledge

Our team of professional advisors stand ready to assist you with all your money management needs.

How We Help

Time to Enjoy Life

We understand the challenges you face and are here to free up your time and remove the stress that comes with trying to manage your life and your investments all at the same time.

What We Do

  • Provide an assessment of your entire financial situation
  • Use our knowledge & research into your investment strategies
  • Provide you with personal attention & service
  • Proactively manage your accounts, with your best interest in mind
  • Ensure your investments align to your risk tolerance and goals

Where We Excel

  • Making sure you have the right type of investment in the right proportion (Asset Allocation & Diversification)
  • Our decades of tax experience, enables us to minimize the amount of taxes you pay (Tax Efficient Strategies)
  • Controlling risk by constantly reviewing & managing your account to ensure you maintain the right mix of investments (Rebalancing)
  • Helping clients maintain a long-term perspective and discipled approach (Behavioral Coaching)
  • Constructing a plan that optimizes investments across taxable, tax-deferred and tax-free accounts (Asset Account)

Employer Retirement Plans

Benefiting Employees, Owners, & the Business

Setting up and administering a retirement plan can be time-consuming, complicated, and a bit overwhelming.

Let the professionals at Strada Financial Group help eliminate all the hassles and find the plan that’s right for you.

CONTACT US
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Investment Accounts

Helping You Invest in Your Future

We stand ready to help you establish the accounts that are right for you regardless of what phase of life you are in. Our team is qualified to assist you with:

  • Roth & Traditional IRA’s
  • 529 Education Plans
  • Brokerage (Taxable) Accounts
  • Trust Accounts
  • Annuities
  • Life Insurance

Our Services

Benefiting the Lives of Those We Serve

Financial Planning

Helping you with life’s biggest decisions.

Real Estate Investments

Benefit of ownership without all the hassle.

Tax Advising

Minimizing the impact of taxes across all areas of your life.

Consulting

Strategic advice within reach with your own personal CFO.

Start Investing Today

GET IN TOUCH


or give us a call at 503.667.5355

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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. We make no representation as to the completeness or accuracy of the information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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