Detalus Strategy

Founded in 2011, Detalus, LLC is an independent wealth management firm dedicated to simplifying the complexities of financial life for its clients. As a Registered Investment Adviser (RIA), the company provides unbiased, client-centric financial guidance free from the conflicts of proprietary products. Its core services include holistic wealth management for individuals and families, institutional consulting for organizations, and retirement plan advisory services, all built on a foundation of personalized strategy and fiduciary responsibility.