Stratus Wealth Advisors
There are many financial advisors available to help people with financial planning and investment management (some, of course, are better than others). And there are any number of operational consultants, management consultants, and valuation analysts who can help entrepreneurs and business owners with operational and succession planning issues.
What we do at Stratus, however, is extremely rare. We do all of the above – financial planning, investment management, business continuity, succession planning, and business valuation – and we are able to integrate it all when that’s what is needed.
What we know from our years of working with business owners is that the overlap of business and personal considerations is a constant. What would it be like if you could reach out to a single resource to help you address and resolve all of the issues in your financial life? Our clients tell us that it offers a refreshing level of comfort and confidence that they deeply appreciate.
Latest Articles
Brand Talk
Succession Planning to Grow and Strengthen Your Family Business
Stratus Wealth Advisors can help your family business connect its rich history and operational strengths.
Webinars
Why Should I Get a Detailed Business Valuation?
Stratus Wealth Advisors owner Sam Brownell discusses this important question in detail by providing examples from their work with LBM dealers across the country of how a detailed business valuation can help prepare a business for a successful ownership transition,
Webinars
The “Death Tax” Exemption to Decrease by 50%—What Does This Mean For You?
Staying informed about potential changes in estate tax laws and seeking professional advice are critical for business owners to effectively navigate these complexities.
Webinars
Webinar Replay: The Importance of Understanding Valuation
Knowing the value of your business is imperative because it fuels important decision making like tax planning, funding your post ownership goals, and negotiating a sale price.
Webinars
Webinar Replay: Proactive Succession Planning
By sharing details about the succession planning lifecycle, John Wagner and Sam Brownell will help independent dealers understand that having the right planning and processes in place can provide positive outcomes for the three key stakeholders in an ownership transition.
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