Navigating Life's Financial Journey, Together.
Becoming financial professionals is a deeply personal journey for us, rooted in our commitment to making a positive impact in the lives of individuals and families. We believe that everyone should have access to the guidance they need to navigate the complexities of their financial lives. As independent advisors, we stand out by eliminating account minimums and propriety products. Depending on your unique needs and preferences, our services are available through various models, including fee-based, commission-based, or retainer structures.
Your financial journey is unique, and we’re here to assist at every turn. We take the time to listen to where you are financially and what’s most important to you; then we develop a strategy to meet your goals, help you implement a financial plan, and evaluate your progress as you go.
We offer a wide variety of services all geared to help you with your financial goals.
Together, we craft investment portfolios tailored to your goals.
Let us create your path toward financial success.
We can help you build a retirement strategy to keep you excited for what’s to come.
We'll help make sure that we're considering the tax implications with all your investments.
With over 100 years' collective experience, we'll help secure your legacy for future generations.
Strike the perfect balance between work and leisure.
At Stratz & Company, our commitment extends beyond numbers. We're dedicated to embodying our values through meaningful client service and active community engagement. We believe that education connects people to each other and that music ignites kindness and joy in hearts. As a result, we strive to create a world filled with happier, more motivated, and curious individuals.
We actively support a range of organizations, not only with financial contributions but also through hands-on involvement. Together, let's shape a brighter future.
Camerata Pacifica's mission is to enhance the live classical music experience. We're thrilled to sponsor this exceptional group of chamber musicians, as their passion for music is infectious. Look for Tim and Charlotte at Camerata Pacifica's monthly performances in Pasadena and other intimate venues.
We're delighted to partner with Reading Partners in Pasadena, where Tim and Charlotte virtually tutor young readers at local elementary schools, making a meaningful impact on children's lives.
St. Francis High School
As an alumnus and a dedicated parent, Tim serves on the Board of Directors at St. Francis High School. We're also proud sponsors of the school, including the Alumni Golf Tournament and the Mountain Bike Team. Tim is a respected presenter at the school's Career Day, while Charlotte has contributed her time as co-President of the Mothers' Guild.
All Saints Church
The hallmark value of All Saints Church is inclusivity, welcoming people of all walks into community. Tim serves as a Board Member and Finance Committee Chair while Charlotte serves on the Welcome Committee and is an active member of the Canterbury Choir.
Every child deserves compassion, security, and hope. Tim serves on the Investment Committee at Maryvale, an organization dedicated to healing, empowering, and educating children and families in need. Stratz & Company proudly sponsors Maryvale, supporting their commitment to the well-being of abused and traumatized children.
Pasadena Literary Alliance
The Pasadena Literary Alliance is dedicated to promoting and celebrating literary fiction written by women authors. Their signature event, the Pasadena Festival of Women Authors, is presented annually and highlights acclaimed and award-winning novelists. Charlotte serves as a Board Member and public relations liaison.