Strategic Wealth ManagementFor Your Life
Financial advice should be simple, transparent, and built around your life. We’re here to help you move forward with clarity and confidence.
Tailored Strategies & Portfolios for...
Business Owners & Freelancers
You run the business—now it’s time to make sure your personal finances are just as dialed in. We help self-employed professionals get organized, reduce tax headaches, and build wealth that lasts beyond the business.
Skilled Trades & Blue-Collar Workers
You earn a strong living through hard work and skill—and you want your money to work just as hard. We help tradespeople, first responders, and other blue-collar professionals plan for retirement, reduce financial stress, and build real long-term security.
Future Inheritors & First-Gen Wealth
You’re expecting to come into wealth—or already have—and want to make sure you’re ready. We help individuals and families prepare for rising net worth with smart planning, clear advice, and systems built to last.
Business Owners & Freelancers
You run the business—now it’s time to make sure your personal finances are just as dialed in. We help self-employed professionals get organized, reduce tax headaches, and build wealth that lasts beyond the business.
Skilled Trades & Blue-Collar Workers
You earn a strong living through hard work and skill—and you want your money to work just as hard. We help tradespeople, first responders, and other blue-collar professionals plan for retirement, reduce financial stress, and build real long-term security.
Future Inheritors & First-Gen Wealth
You’re expecting to come into wealth—or already have—and want to make sure you’re ready. We help individuals and families prepare for rising net worth with smart planning, clear advice, and systems built to last.
How We Help YouReach Your Goals
Three ways to work together, each designed to meet you where you are, as a fee-only advisor focused on helping you move forward with clarity.
The Full Picture
We combine ongoing financial planning with investment management to help you stay focused, organized, and confident. You’ll get a personalized roadmap, a tax-aware portfolio, and a long-term advisor who helps you move forward with clarity and purpose.
Best For
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Professionals and families who want a long-term advisor
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Those seeking both planning and investment help
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High-income households with complex needs
Investment Management
Professionally managed portfolios aligned with your goals, risk tolerance, and time horizon. We handle the day-to-day so you can stay focused on what matters, without the hype or guesswork.
Best For
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Clients who want investment management without a full planning engagement
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Individuals seeking expert oversight and execution of an existing strategy
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Those who value simplicity, transparency, and fiduciary advice
Advice-Only
Need a one-time plan or a second opinion? We help you organize your finances, clarify your priorities, and create a strategy you can implement independently. No sales, no long-term obligation.
Best For
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DIY investors seeking expert input
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Individuals navigating a major financial decision
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People who want a personalized plan without continuous service
Meet Your AdvisorHi, I'm Drew
I’ve spent the last two decades building successful businesses, enduring wealth, and lasting relationships. At Stravida, my goal is to work side-by-side with others to achieve their dreams.
Your Questions,Clearly Answered
We believe financial clarity starts with transparency. Here are answers to the questions we hear most often – from how we work with clients to how we think about fees, investment strategy, and cryptocurrency.
Who is Stravida Wealth, and what services do you provide?
Stravida Wealth is a fee-only financial planning and wealth management firm. We help individuals and families align their money with their values, offering personalized financial planning, investment advisory, cash-flow strategy, business planning, and college savings guidance.
What types of clients do you serve?
We work with individuals, families, and business owners who want a clear plan for their financial future. Whether you’re building wealth, preparing for retirement, or navigating a life transition, we tailor our advice to fit your needs.
Are you a fiduciary, and what does that mean for me?
Yes. As a fiduciary, we are legally and ethically obligated to act in your best interest at all times. We don’t receive commissions or product incentives, so our advice is always unbiased and client-focused.
What is your process from first meeting to ongoing service?
Our process includes:
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Discovery – We learn about your goals, values, and current situation.
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Planning – We build a customized plan to help you reach your objectives.
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Implementation – We put your plan into action, whether that’s investments, budgeting, or tax strategy.
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Ongoing Service – We meet regularly to review your plan, make updates, and help you stay on track.
How do you charge for your services?
We are a fee-only firm, meaning we are compensated solely by our clients-never through commissions or product sales.
Investment Management: We charge based on assets under management (AUM) for clients who engage us to manage their investments on an ongoing basis.
Financial Planning: We offer ongoing financial planning as well as one-time planning engagements for DIY investors. Pricing is flat-fee and based on the complexity of your situation. You’ll always know exactly what you’re paying and why. For certain clients, financial planning and investment management can be bundled into a single comprehensive service.
Do I need a minimum portfolio to work with you?
We do not require a strict minimum to get started. We do find that we provide the most value to clients who have assets between $500,000 and $5 million and annual income above $100,000. If we’re not the right fit, we’re happy to guide you toward a resource that is.
Can I hire you just for a financial plan or consultation?
Yes. We offer stand-alone planning engagements for clients who need guidance on specific issues like budgeting, retirement readiness, or business cash flow, without ongoing investment management. Many of our DIY investor clients use these plans as a roadmap they can implement on their own, with the option to check back in as their situation evolves.
How often will we review my plan and investments?
Ongoing investment management and financial planning clients meet with us at least four times per year to review goals, progress, and strategies. Portfolios are monitored daily. Depending on whether your investment strategy is passive or active, portfolios may be rebalanced on a regular schedule or adjusted strategically when market conditions present opportunities.
What is active (strategic) vs. passive management?
Passive management typically involves investing in broadly diversified index funds or ETFs and rebalancing on a set schedule. Active or strategic management, on the other hand, involves making tactical shifts in your portfolio based on market trends, economic signals, or valuation opportunities. We help determine which approach fits best based on your goals, preferences, and investment philosophy.
Do you support clients in other states?
Yes. We work with clients across the country via secure virtual meetings and digital tools. We’re registered in California and maintain compliance with relevant regulations to serve clients elsewhere.
Do you work with Bitcoin or cryptocurrency investors?
Yes. We understand the role that digital assets are playing in the financial world, and while Bitcoin and other cryptocurrencies may not be suitable for all investors, we approach them with the same thoughtful and disciplined process we apply to all investments. For clients interested in digital assets, we provide education, tax-aware strategies, and guidance on how they may fit into a broader financial plan. We support both direct crypto holders and those who prefer exposure through ETFs or other regulated investment vehicles. While we do not custody cryptocurrency assets directly, we help you integrate them into your overall strategy. Because digital assets carry unique risks – including volatility, regulatory uncertainty, and custody challenges – we work carefully to assess suitability and ensure any allocation aligns with your goals, time horizon, and risk tolerance.
Still have a question?Let's Talk.
We’re here to help. Whether you’re curious about how we work or ready to take the next step, let’s start the conversation.