At Strathmore, our focus is on helping successful individuals and families manage all the details that come with extensive assets. Maybe you’ve started a business and you’re getting ready to sell, or you want to leave your spouse in good hands after your death, whatever your goal, Strathmore implements a team approach to help you create a plan that protects and manages your wealth for the long term.

Strathmore isn’t for everyone, and we’re the first to admit it. If you’re looking for a firm that believes market timing is the key to investment success or encourages daily buying and selling, we aren’t the place for you. If you believe that a financial firm needs hundreds of employees to be worth your time, that’s not Strathmore either. However, if you know you need help, and the large firms of the financial world leave you feeling cold, then we’re a good place to be.

Strathmore is for people who want the comfort of knowing that they’ll get the help they need during important life events. Whether those events are good or bad, you’ll have a trusted advisor to make sure you’re taken care of and that your wealth is protected. Strathmore is also for people who like the idea of their families’—immediate and extended—working with the same individual.

Young or old, single or married, working or retired, how you define yourself isn’t an issue. Strathmore caters to you and what you need. Whether it’s the preservation and growth of your wealth or concerns regarding estate planning, Strathmore will help you address what might otherwise appear as an insurmountable challenge for an individual or a family. At Strathmore, you aren’t alone anymore. You don’t have to have all the answers. That’s why you have a Family CFO and a Wealth Management Team.