Ultra-High Net Worth Families & Individuals
The enduring legacy of wealth is a unique combination of financial values and personal values.
STRATVIEW’s experience in guiding and preserving legacies reflects our deep planning expertise, awareness of the unique opportunities and challenges that come with managing significant wealth, and our commitment to fostering the stewardship mindset that serves as the backbone of multigenerational planning.
What is your legacy? Our team would be honored to help you craft a plan that articulates your goals and reflects your values.
THE STRATVIEW EXPERIENCE
“I have been a client for more than 25 years. As I began to plan for retirement, Bill and his team have worked tirelessly to put a plan in place that has given our family the comfort that retirement managed by Stratview will enable us to accomplish everything we hope to personally, from an estate planning perspective and philanthropy.”
Gerry R, Stratview Client
"Because I had worked in the financial planning industry for more than 20 years, I was familiar with the time commitment required to follow the market and to remain current with changes in the industry and tax laws. As I approached retirement, I knew that I did not want to devote the time -- or assume the responsibility -- for managing the funds that my wife and I had accumulated during our 40+ working years. Bill and his team at Stratview Wealth Management offered the expertise and experience that I was looking for and, since our retirement two years ago, my wife and I have been very pleased with the responsiveness of Bill and his team and with the services we continue to receive from them. You cannot put a price on peace of mind."
Rob B, Stratview Client
"I cannot say enough great things about Stratview Wealth Management. They help me feel confident and secure in all my financial decisions. Working with Charlie has been incredible. He is very professional and great at what he does. This team really gets to know you on a personal level and wants you to succeed and reach all of your life goals. Charlie and the team have helped guide me with any situation that has popped up. I completely trust Charlie to put my best interest first and I know that I can always count on him and the team at SWM."
JoJo T, Stratview Client
“I have been a client for more than 25 years. As I began to plan for retirement, Bill and his team have worked tirelessly to put a plan in place that has given our family the comfort that retirement managed by Stratview will enable us to accomplish everything we hope to personally, from an estate planning perspective and philanthropy.”
Gerry R, Stratview Client
"Because I had worked in the financial planning industry for more than 20 years, I was familiar with the time commitment required to follow the market and to remain current with changes in the industry and tax laws. As I approached retirement, I knew that I did not want to devote the time -- or assume the responsibility -- for managing the funds that my wife and I had accumulated during our 40+ working years. Bill and his team at Stratview Wealth Management offered the expertise and experience that I was looking for and, since our retirement two years ago, my wife and I have been very pleased with the responsiveness of Bill and his team and with the services we continue to receive from them. You cannot put a price on peace of mind."
Rob B, Stratview Client
"I cannot say enough great things about Stratview Wealth Management. They help me feel confident and secure in all my financial decisions. Working with Charlie has been incredible. He is very professional and great at what he does. This team really gets to know you on a personal level and wants you to succeed and reach all of your life goals. Charlie and the team have helped guide me with any situation that has popped up. I completely trust Charlie to put my best interest first and I know that I can always count on him and the team at SWM."
JoJo T, Stratview Client