Bridging Generations. Elevating Perspectives.
We believe wealth is more than numbers—it’s a story that connects generations. Our role is to help you write the next chapter with confidence.
Born from Experience. Built for What’s Next.
Stratus Associates was formed by uniting two respected firms—Rosenzweig Financial Services and J3 Wealth—under one shared belief: the best financial advice honors the past while planning for the future.
Our legacy began decades ago, serving families and professionals through personal relationships and steady guidance. As those families grew, so did their goals. The next generation needs modern tools, digital convenience, and planning that reflects their evolving lives.
Together, Stratus Associates offers a multi-generational team that blends timeless wisdom with fresh perspective.
Our Mission
To guide individuals, families, and business owners toward clarity, confidence, and control over their financial lives—today and for generations to come.
Our Approach
We start with listening. Every conversation, plan, and strategy begins with your story—your goals, challenges, and the future you want to build. Then we design a plan that helps you live it with purpose.
Our Values
Your Problem Is Our Problem, Until There’s No Problem
Connection
Relationships first, numbers second.
Transparency
You’ll always understand what’s happening and why.
Education
We empower clients to make confident, informed decisions.
Evolution
We adapt as your life—and the world around you—changes.
Why Stratus?
For Legacy Clients
You’ll still work with the same team—now enhanced by expanded technology, advanced planning tools and additional financial professionals working collaboratively under one roof to serve your evolving goals.
For the Next Generation
Wealth management looks different today — and so do you. You see money as more than numbers; it’s a tool for freedom, purpose, and impact. We get that. Our approach blends disciplined planning, intentional strategy and clear communication – helping you make confident decisions that align your wealth with the life you’re building.
Meet the Advisors Behind Stratus
Get to know the team guiding families across generations toward confident financial decisions.