Protecting What You’ve Built - And Planning For The Future
Strategic wealth and business advisory for entrepreneurs and leaders.
Building a business takes vision, grit, and sacrifice. Preserving that success—and planning what comes next—requires clarity and strategy. With 200+ years of combined industry experience, Stratus Associates helps business owners and executives navigate the complex intersection of personal and business wealth with precision and foresight.
Our advisors partner with you to align your company’s growth, your personal goals, and your long-term legacy. Whether you’re scaling, selling, or stepping back, we’ll help you make the most of every opportunity.
What We Offer
Business Owner Advisory
Comprehensive strategies for continuity, succession, and exit planning.
- Business valuation and liquidity event planning
- Succession and leadership transition strategies
- Succession and leadership transition strategies
- Coordination with CPAs, attorneys, and valuation experts
Executive Planning
Sophisticated solutions for corporate leaders and entrepreneurs.
- Executive compensation and deferred income plans
- Equity and stock option analysis
- Insurance-backed strategies for wealth preservation
- Retirement income optimization
- Golden handcuffs for key employee retention
Employer Retirement Plans
Your people are your most valuable asset—give them the tools to thrive.
- 401(k), 403(b), and pension plan design and management
- All types of employer-sponsored plans, including but not limited to Profit-sharing, defined benefit, and cash balance
- Fiduciary oversight and compliance support
- Employee education and retirement readiness programs
- Design, installation and administration of all types of qualified retirement plans
Risk & Insurance Solutions
Protect the enterprise you’ve built.
- Key person coverage
- Buy-Sell insurance
- Business continuity and succession funding
- Disability and income protection for owners and partners
- Employee benefit solutions to retain top talent