Stratis Financial is an independent, fee-only wealth management firm based in San Ramon, California. As a Registered Investment Adviser, the company provides personalized financial planning and investment management with a fiduciary duty to its clients, who are typically high-net-worth individuals and families. Their core mission is to serve as a strategic partner, helping clients achieve their financial goals through services that include retirement planning, estate planning, risk management, and customized investment strategies.

Founded in

United States