Skip to main content

STRATVIEW Summit

Industry Leaders, Executives, & Experts in Their Craft

Through years of focus and discipline you have forged a remarkable path as a highly respected leader of your craft. Your expertise is a source of incredible value for others and has generated financial success that deserves as thoughtful an approach as you’ve taken to your career.

As a trusted partner to leaders like yourself across the country, STRATVIEW is here to help you capitalize on the success you’ve built by solving financial complexities and maximizing opportunities.

Our strategic and comprehensive approach to wealth planning means providing you the confidence, comfort, and time to focus on what matters most.

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