Meet Jim DeCarlo, CEO of StratWealth
Jim DeCarlo is the chief executive officer of StratWealth, a financial planning firm based in Maryland. Since its founding in 1991, StratWealth has provided extraordinary wealth management for clients by holding to an overarching mission: serve others to make lives better. The firm serves a diverse range of clients in various age groups and stages of life—from retiring baby boomers to millennial entrepreneurs—with a suite of strategic processes and platforms, including the Nexit Strategy for individuals and families, the FiduciaryFit Strategy for retirees, and the Next Chapter Strategy for divorcees. StratWealth has earned numerous awards and honors, such as recognition in Financial Times Top Financial Advisers: FT 300 Ranking and Financial Planning Magazine’s RIA Leaders. In this CEOminutes interview, Jim talks about moving back to Maryland after spending two decades in Australia, why clients come to StratWealth, the future of the firm, and more.
The Background & Coming to StratWealth
Their Product & Growth
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The interview is no charge to business owners and CEOs. Fill out the form on the right and we will contact you to schedule a lunch and interview.