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The world of finance can be multilayered and complex, especially as your wealth continues to increase. Navigating it without a financial advisor can feel like you’re alone in a maze, unsure of what path to take. It doesn’t have to be this way. Working with our team of advisors, means you will have a financial advocate on your side.
18881 Von Karman Ave, Suite 410, Irvine, CA, 92612, United StatesGet directions
|Mon||6:30 a.m. to 4:00 p.m.|
|Tue||6:30 a.m. to 4:00 p.m.|
|Wed||6:30 a.m. to 4:00 p.m.|
|Thu||6:30 a.m. to 4:00 p.m.|
|Fri||6:30 a.m. to 4:00 p.m.|
I have been with Mr. Sherr and his staff for sometime now. He takes care of his clients and helps you understand what is going on with your account. I don't think I would be where I am enjoying my retirement if it wasn't for him and his staff. They are very friendly and they are always there when you need them for anything. Thank you,
The team at Stratefi Wealth Management has helped me greatly get my finances in order and best prepare myself for retirement. I look forward to continuing to work with the team.
I've had the opportunity to work with Merrick and Jason since 2011. Over 10 years later I am SO glad I made the decision to begin working on a wealth management plan when I did. In addition to that I am glad I have a Team that I can count on to guide my financial management and continue to keep me rest assured. I would highly recommend Merrick, Jason, and StrateFi Wealth Management for anybody who wants a truly professional team to work with. A huge thank you to Merrick who has not only been a long time friend, but a huge tr... read more
The personal service we receive from Jason and his team is exceptional! They are responsive to questions, patient with explanations and are wonderful to work with! We completely trust Jason to help us meet our retirement goals. We recommend him without reservation.
I've entrusted my investments and financial planning with Jason (personally) for many years and have always had good communication with him as changes to strategy and specific transactions were made in response to market trends and/or my personal objectives. Additionally, as he's stood up his current company with it's partners I feel that the talent they've assembled provides an even stronger foundation for my investment.
StrateFi has a 5 star rating with 16 reviews.
StrateFi is closed now. It will open on Monday at 6:30 a.m.