MOVING YOU FORWARD — TOGETHER
StratWealth's unique NexitStrategySM includes our Professional Integration stage where we work hand-in-hand with your estate planner, insurance provider and accounting professional to identify any gaps in your financial security map. Imagine having a unified strategy to synchronize every facet of your asset management and ensure your protection — that’s peace of mind
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Patricia B. Achterhof CPFA,® RPSM,® AIF®
Chief Operating Officer
Currently the Chief Operating Officer for StratWealth, Patricia has served on the firm’s Investment Committee for several years and presently sits as Vice Chair…