The NEXT piece — to your peace of mind

What's your Next?

Your financial outlook is constantly evolving, whether it's by windfalls — a new job, a raise, a new home; or by crisis — divorce, bankruptcy, death; or common milestones — marriage, parenthood, retirement. With life's many twists and turns, do you know your Next?

And are you ready for it?

Do you have a plan for your Next? How about the unexpected? Do you know how to move to your Next, achieve your Next, or understand the benefits of your Next? We'll focus on your financial well-being, evolving goals, and lifestyle to prepare you for what's Next — before it even arises.

Team Highlight

Gary P. Desjardins CFP®, CRPS®, AIF® Partner

As a past Vice President of a national bank, Gary’s background serves him well in the area of bank products and services, including retail and commercial lending…

 

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Financial Insight

Seven Steps After A Spouse's Sudden Death



Featured Services

NexitPlanSM

As you navigate the path from ‘Cradle to Happiness’ there are many phases brought on by windfalls (a new job, raise, inheritance, marriage, home/business divestment); or by crisis (divorce, litigation, death). Or, simply by life milestones (marriage, parenthood, relocation, retirement)...

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MOVING YOU FORWARD — TOGETHER

StratWealth's unique NexitStrategySM includes our Professional Integration stage where we work hand-in-hand with your estate planner, insurance provider and accounting professional to identify any gaps in your financial security map. Imagine having a unified strategy to synchronize every facet of your asset management and ensure your protection — that’s peace of mind

Knowledge Channel

Market Info