How We’re Different

We attract our clients by being different from what most would expect from their Financial Advisors.

Independence

At Stratton Wealth, we believe in a personal, transparent approach to wealth management and financial planning. Being an independent business allows us to provide tailored advice for your specific financial situation, while ensuring the approach suits all of your needs. Each individual or family has unique priorities and is at different stages in life, which is why flexibility and adaptability are essential in creating the most effective financial plan for you.

Compensation

We are a 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. We receive no fees or commissions for buying and selling investments, we simply invest your money the same way we would invest our own, and strive to help you achieve your financial goals.

Meeting With You

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. This means we can arrange to come to your home after work hours, or we can meet at a coffee shop down the street, or we can meet on the weekend at a location of your choice because that’s the only time of the week you’re available—we understand! We know that life is busy and can become chaotic, but your finances should never have to wait, and this is why we come to you. For those who prefer to come to us, we have offices in both Winnipeg and Steinbach where we’d love to meet with you as well.

Relationships

Over the course of more than 20 years in the financial advisory industry, we have discovered that having transparent, trusting, and honest personal relationships with our clients is the best way to achieve their goals. Having a true personal relationship with our clients allows us to better understand their financial priorities, and in turn, better serve them when it comes to retirement and estate planning, charitable giving, and leaving generational wealth to their families.