Simple. Transparent.Aligned with Your Goals
THE FULL PICTURE
Investment Management + Ongoing Financial Planning
This ongoing service combines professional portfolio management with personalized financial planning. We help you align your investments with your goals while proactively addressing taxes, retirement, estate planning, and more. It’s a long-term partnership designed to simplify your financial life and keep you moving forward with clarity.
What's included
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Financial Goal Setting & Prioritization
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Portfolio Management & Monitoring
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Tax-Aware Investment Strategies
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Retirement Planning
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Risk Management Review
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Estate Planning Coordination
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Cash Flow & Savings Strategy
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Annual Plan Review Meetings
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Ongoing Client Support
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Coordination with Your CPA or Attorney
Who it's for
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Busy professionals who want to offload financial complexity
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Pre-retirees and retirees planning for a confident transition
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Business owners seeking integrated personal and business advice
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High-income households looking for proactive, coordinated planning
SMART INVESTING STARTS HERE
Investment Management
We offer disciplined, transparent investment management tailored to your goals and risk tolerance. Portfolios are designed with cost-efficiency, diversification, and tax awareness in mind. This service is for clients who want professional oversight without the need for ongoing financial planning.
What's included
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Custom Portfolio Design
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Ongoing Monitoring and Rebalancing
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Tax-Aware Asset Location and Withdrawals
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Performance Reporting
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Investment Policy Statement
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Access to Advisor for Strategy Reviews
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Online Performance Portal
Who it's for
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Clients who want investment management without a full planning engagement
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Individuals seeking expert oversight and execution of an existing strategy
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Those who value simplicity, transparency, and fiduciary advice
OBJECTIVE GUIDANCE, NO ONGOING FEE
Advice-Only
This one-time engagement delivers clear, actionable advice tailored to your goals without requiring investment management. We help organize your financial life, analyze key decisions, and build a plan you can implement with confidence. It’s designed to offer clarity and direction with no ongoing commitment.
What's included
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Discovery and Goal-Setting Meeting
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Custom Financial Plan and Summary
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Action Steps and Scenario Modeling
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60 to 90 Days of Follow-Up Access
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Secure Document Storage
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No Ongoing Obligation
Who it's for
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DIY investors seeking expert input
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Individuals navigating a major financial decision
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People who want a personalized plan without continuous service
OurProcess
1.
Discovery Meeting
We start with a conversation about your goals, priorities, and financial picture. This meeting is about listening, understanding your values, and laying the foundation for our work together.
2.
Get Organized Meeting
We help you gather and organize your financial data so we can see the full picture. This step brings clarity to where things stand today and identifies what needs attention.
3.
Plan Presentation
You’ll receive a personalized strategy based on your goals, resources, and risk profile. We walk through recommendations and answer your questions so you can make informed decisions with confidence.
4.
Strategy Execution
Once you’re ready, we begin implementing the plan. This may include investment account setup, asset allocation, and coordination with other professionals like your CPA or attorney.
5.
Ongoing Review & Adjustment
Your financial life evolves, and so should your plan. We meet regularly to review progress, adjust when needed, and make sure your strategy continues to align with your goals.
1.
Discovery Meeting
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2.
Get Organized Meeting
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3.
Plan Presentation
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4.
Strategy Execution
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1.
Discovery Meeting
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1.
Discovery Meeting
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
1.
Discovery Meeting
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
1.
Discovery Meeting
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
1.
Discovery Meeting
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Your Questions,Clearly Answered
We believe financial clarity starts with transparency. Here are answers to the questions we hear most often – from how we work with clients to how we think about fees, investment strategy, and cryptocurrency.
Who is Stravida Wealth, and what services do you provide?
Stravida Wealth is a fee-only financial planning and wealth management firm. We help individuals and families align their money with their values, offering personalized financial planning, investment advisory, cash-flow strategy, business planning, and college savings guidance.
What types of clients do you serve?
We work with individuals, families, and business owners who want a clear plan for their financial future. Whether you’re building wealth, preparing for retirement, or navigating a life transition, we tailor our advice to fit your needs.
Are you a fiduciary, and what does that mean for me?
Yes. As a fiduciary, we are legally and ethically obligated to act in your best interest at all times. We don’t receive commissions or product incentives, so our advice is always unbiased and client-focused.
What is your process from first meeting to ongoing service?
Our process includes:
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Discovery – We learn about your goals, values, and current situation.
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Planning – We build a customized plan to help you reach your objectives.
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Implementation – We put your plan into action, whether that’s investments, budgeting, or tax strategy.
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Ongoing Service – We meet regularly to review your plan, make updates, and help you stay on track.
How do you charge for your services?
We are a fee-only firm, meaning we are compensated solely by our clients-never through commissions or product sales.
Investment Management: We charge based on assets under management (AUM) for clients who engage us to manage their investments on an ongoing basis.
Financial Planning: We offer ongoing financial planning as well as one-time planning engagements for DIY investors. Pricing is flat-fee and based on the complexity of your situation. You’ll always know exactly what you’re paying and why. For certain clients, financial planning and investment management can be bundled into a single comprehensive service.
Do I need a minimum portfolio to work with you?
We do not require a strict minimum to get started. We do find that we provide the most value to clients who have assets between $500,000 and $5 million and annual income above $100,000. If we’re not the right fit, we’re happy to guide you toward a resource that is.
Can I hire you just for a financial plan or consultation?
Yes. We offer stand-alone planning engagements for clients who need guidance on specific issues like budgeting, retirement readiness, or business cash flow, without ongoing investment management. Many of our DIY investor clients use these plans as a roadmap they can implement on their own, with the option to check back in as their situation evolves.
How often will we review my plan and investments?
Ongoing investment management and financial planning clients meet with us at least four times per year to review goals, progress, and strategies. Portfolios are monitored daily. Depending on whether your investment strategy is passive or active, portfolios may be rebalanced on a regular schedule or adjusted strategically when market conditions present opportunities.
What is active (strategic) vs. passive management?
Passive management typically involves investing in broadly diversified index funds or ETFs and rebalancing on a set schedule. Active or strategic management, on the other hand, involves making tactical shifts in your portfolio based on market trends, economic signals, or valuation opportunities. We help determine which approach fits best based on your goals, preferences, and investment philosophy.
Do you support clients in other states?
Yes. We work with clients across the country via secure virtual meetings and digital tools. We’re registered in California and maintain compliance with relevant regulations to serve clients elsewhere.
Do you work with Bitcoin or cryptocurrency investors?
Yes. We understand the role that digital assets are playing in the financial world, and while Bitcoin and other cryptocurrencies may not be suitable for all investors, we approach them with the same thoughtful and disciplined process we apply to all investments. For clients interested in digital assets, we provide education, tax-aware strategies, and guidance on how they may fit into a broader financial plan. We support both direct crypto holders and those who prefer exposure through ETFs or other regulated investment vehicles. While we do not custody cryptocurrency assets directly, we help you integrate them into your overall strategy. Because digital assets carry unique risks – including volatility, regulatory uncertainty, and custody challenges – we work carefully to assess suitability and ensure any allocation aligns with your goals, time horizon, and risk tolerance.
Still have a question?Let's Talk.
We’re here to help. Whether you’re curious about how we work or ready to take the next step, let’s start the conversation.