Financial Services

Strada Wealth Management believes in a holistic approach to financial services, integrating the many facets of your financial needs. Bringing a wealth of experience to our clients, our financial and insurance professionals will analyze your needs and risk tolerances to help develop a strategy that will address your needs in a professional and competitive manner. We feel that the best long term solutions to client concerns should integrate more than simply one area of service. In keeping with this holistic philosophy, our clients also enjoy professional, competent income tax preparation and accounting services for individuals and small business. 

Individuals and Businesses

  • Retirement Plans
  • Portfolio Analysis
  • Financial Analysis
  • 401(k) Planning and Rollover Choices
  • Third Party Asset Management Services 
  • Life and Long Term Care Insurance
  • Income Tax Preparation
  • Estate and Trust Taxation
  • Entity Selection
  • Employee Benefit Programs
  • Small Business Bookkeeping 
  • Corporate Retirement Plan Counseling and Implementation