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Our Mission

The Strange Wealth Advisory Group was founded with a simple mission: To help clients achieve their financial goals through trusted advice and unparalleled service. Our objective is to both simplify and enhance our clients' financial lives through one exclusive relationship. As a multi-disciplined team with more than 100 years of collective investment experience, we manage over $1 billion in assets for families, foundations, associations, non-profits, and retirement plans. Many of our clients rely on us as their single source of financial counsel, and we seek to deliver prudent and personalized investment and financial planning advice based on the unique needs of every client. We partner with our clients as changes occur throughout their personal and professional lives to create a customized, dynamic plan to address their needs. We define our success by how well the customized plan that we develop for each client works, which gives us a vested interest in every client relationship. One of the most gratifying aspects of what we do is to see the success of families and organizations we have worked with over multiple generations.

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