Helping guide you toward financial peace of mind, with honest, tailored advice.
Welcome to
When you choose Stratton Wealth, you’re not just getting a Financial Advisor. You’re getting someone who genuinely cares about your financial success, and is committed to being a partner with you along the way as you progress through life.
We don’t just build wealth—we build relationships.
Because a strong relationship is what will give you 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, honestly, and transparently
Always act with your best interests in mind
Ensure we’re doing our part to help you reach your financial goals
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.
“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.
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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 differentiator in ‘Who We Are’.
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We are fee-only financial advisory business. 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…
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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) 809-0010
We look forward to hearing from you.
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