Where Legacy
Meets Forward Thinking.

We help families and business owners protect what matters, plan for what’s next, and empower the next generation to thrive. Stratus Associates combines experience, innovation, and empathy to make financial planning and wealth management feel human again.

Wealth Management, Protection Planning, Pension and Employee Benefits for a New Generation of Decision-Makers

You’ve built something meaningful—your career, your business, your family, your future. We help you see how your money fits into that bigger story, giving you clarity today and confidence for what’s next.

At Stratus Associates, we help you rise above the noise—bringing clarity to complex financial lives and helping you navigate wealth with purpose.

Formed through the partnership of Rosenzweig Financial Services and J3 Wealth, Stratus Associates blends the wisdom of experience with a modern, forward-thinking approach to planning. For long-time clients, it’s the same team—now with expanded tools, technology, and insight to help the next generation thrive.

Which Category Describes You Best?

For Individuals & Families

For Business Owners & Executives

For Next Gen Clients

Clarity For Every Financial Decision

You’re balancing a lot.

Business demands, families, financial priorities—important decisions are coming faster than ever.

You’re informed, but not always confident.

You might know the basics—but not how they all fit together into a cohesive strategy.

You want to do more than save. You want to plan.

True financial confidence comes from understanding why you’re making each decision—and how it serves your long-term goals.

How We Help

We make the complex simple.

Your financial plan should empower you, not overwhelm you. We translate the technical into the tangible—so you can make smarter decisions with confidence, whether you’re managing family wealth or navigating business ownership.

We guide,
not dictate.

You set the vision. We provide the map, walking alongside you through every transition, opportunity, and unknown – from major life events to business growth, succession, and beyond.

We think in generations.

Our firm was built on relationships that last decades. We help families and business owners align and strategize across generations – preserving values, not just wealth.

Let’s Build a Clearer Path Forward

Schedule a conversation with a Stratus advisor and see what modern, personalized wealth management can do for you.

Where Legacy Meets Forward Thinking.