Guiding you toward financial peace of mind, with honest, tailored advice.
About
STRATTON WEALTH
When you choose Stratton Wealth, you’re choosing a partner who will be there for you every step of the way. We don’t just manage your wealth—we build relationships that last a lifetime, so you can have confidence that your savings are in hands that truly care about you.
Our approach is simple: treat your wealth as if it’s our own, communicate openly and honestly, and always act with your best interests at heart. We believe in investing in a way that reflects not only your financial goals, but also the trust you place in us. With Stratton Wealth, you’ll experience a level of care, professionalism, and reliability that ensures your financial future is in the best of hands.
Core Values
Transparency, so you always have an understanding of your financial plan
Integrity, so you can be confident that your best interests are always top of mind
Philanthropy, because we’re believers of giving back to the community and to those in need
Personal Relationships, because we believe that the better we understand our clients, the better the results
Committment, so you know you always have us on your side, advising you towards financial success
Our success is dependent on your success.
“We believe in a relationship-driven approach to growing your financial future, where we're invested in your future together.”
What Makes Us Different
We believe that we offer a unique and special type of financial advisory for our clients. One that is personal where you’re a friend and not just a client.
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At Stratton Wealth, we believe in a personal, transparent approach to wealth management and financial planning. Being an independent business allows us to be unconstrained in terms of the flexibility and adaptability required to provide you with a tailored financial plan for your situation.ption text goes here
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Over the course of more than 20 years in the financial advisory business, we have discovered that transparent, trusting, and honest personal relationships with our clients is hands down the best way to achieve their goals.
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This is perhaps what makes us the most unique. Unlike most financial advisory firms with big head offices where they meet with clients, we prefer to meet in the most convenient way possible for you. We understand that life can be busy, but finances should never have to wait, which is why we will meet you wherever it’s best suited for you. Read more about this unique differenciator in ‘Who We Are’.
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We are not paid nor incentivized to invest your money in a specific product or to provide a certain type of service—instead, we’re compensated based on the amount of money entrusted with us, so we do better when you do better. This compensation structure ensures that our goals are aligned and that it’s in our best interest for you to succeed.
Learn more about…
Recent Insights
Winnipeg’s one-stop shop for all of your financial advice and planning needs.
Investments
Insurance
Tax Planning
Estate & Retirement Planning
Personal Financial Planning
Corporate Structuring & Planning
Let’s Chat
Looking to get your finances in check? Want to start your investing journey? Have a complicated or confusing financial event coming up? Let’s chat!
Fill out some info and we will be in touch shortly, or call us at (204) 509-7092
We look forward to hearing from you!
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