Comprehensive Wealth Management For Every Stage Of Life
Guiding individuals, families and businesses toward clarity, confidence and continuity.
At Stratus Associates, we see wealth management as more than numbers.
It’s about aligning your financial world with the life you want to live.
Our team brings deep capabilities across financial planning, investments, insurance, qualified plan design and administration, employee benefit analysis, executive benefit support and business advisory. All working in harmony, we help you build, protect and sustain your wealth.
Born from the merger of two established advisory firms, we offer the stability of experience with the perspective of innovation – meeting you where you are, and guiding you forward with purpose.
Core Services
Financial Planning
Your story drives the strategy. We design customized plans to help you reach your goals—whether you’re growing your wealth, preparing for retirement, or planning your legacy. Financial planning is a never-ending process as life’s roadmap unfolds.
Insurance & Risk Management
Protect what matters most. We assess and align your insurance coverage to strengthen your financial foundation and safeguard your family or business.
Whether it is personal planning, estate planning or business succession planning, our team has the expertise to assist you each step of the way.
Investment Management
Disciplined strategies and long-term planning. Tailored portfolios based on your unique financial landscape, risk tolerance, and aspirations. Transparent advice for intentional investing, balancing growth and robust protection across market cycles.
Disciplined strategies. Tailored portfolios. Transparent advice. We help you invest with intention, balancing opportunity and protection across market cycles.
Retirement & Business Solutions
We design, install, and administer custom retirement plans for business owners and executives. We also develop Golden Handcuff strategies, create effective compensation structures, and plan exit strategies to protect both your company and personal wealth.
For business owners and executives, we design retirement plans and provide administrative services. Also, Golden Handcuff strategies to retain key employees, compensation structures, and exit strategies that protect both your company and your personal wealth.
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Let’s simplify your financial world and help you make confident decisions for today, tomorrow, and beyond.