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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-20-2012
- Office Locations
- 2
Office Locations
About Strategy Financial Group
Strategy Financial Group (Phoenix, AZ) advises individuals and families approaching and in retirement through its Retirement Roadmap process. Services include a written retirement income plan (expense/budget, inflation and Social Security optimization), investment management, proactive tax coordination, Medicare/long-term care planning support, and legacy planning. Portfolios are often implemented with ETFs and mutual funds, with custody at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CALVIN PETER GOETZ
Chief Compliance Officer, Financial Advisor, General Partner, Manager
- CRD
- #5604158
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW JAMES ABYSALH
Vice President of Advisor Development
- CRD
- #6922730
Austin Matthew Castillo
Wealth Manager
- CRD
- #6757866
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,734,230 | $96,004 |
| Non-Discretionary | $0 | -- |
| Total | $366,734,230 | $96,004 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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