We know personally the ways that life can suddenly change direction. In 2007, both Tim and Charlotte were widowed, each with two young children. Our paths converged thanks to a mutual friend, and eventually we embraced the adventure of blending our family – a union filled with love, laughter, and our shared commitment to supporting four young children (now adults) through life's milestones.
As registered representatives of Cambridge Investment Research, Inc., we bring experience and stability to grow and safeguard your wealth. Our custom financial solutions focus on your long-term goals, helping you gain control over your financial journey and build stability and security.
For those seeking to navigate market uncertainties, our plans balance an exposed portfolio with a stable, unexposed portion, offering principal or income guarantees, market participation, and tax-deferred earnings. Explore our services and feel free to reach out for more information. We're here to provide financial independence and boost your confidence. Welcome to Stratz Financial Services – your partner on this financial journey.
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Tim's professional journey, spanning since 1987, is rooted in strong client relationships. With a comprehensive, fiscally conservative approach, Tim, a father of four and former Vice President of a publicly traded company, applies his firsthand experience to address clients' financial needs across various areas. As an independent registered representative with Cambridge Investment Research, Inc., Tim provides unbiased advice, offering flexibility through customizable fee-based platforms or commissions. Tim holds a Bachelors Degree in Business Administration from the California State University of Los Angeles.
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In the Stratz & Company office, Charlotte is the heart and soul, managing and orchestrating everything. Clients don't just appreciate her exceptional organizational skills; they also admire her kindness, listening ear, intelligence, and sense of humor. Charlotte goes above and beyond to meet client needs, even offering chocolate in times of crisis. A mother of four, she holds a BA in English from Rice University and a JD from UCLA.
President, CW Financial Strategies, LLC
Nichole Reinhardt is the cornerstone of CW Financial Strategies LLC. Her journey in finance has been marked by a commitment to strong compliance and investment expertise. With a profound understanding of complex regulations, Nichole has been an invaluable collaborator to Tim Stratz and Stratz & Company since 2012. She upholds the highest standards of integrity in support of their financial planning endeavors. Nichole received a Bachelor’s of Science in Biology from Elmira College, and she is an Accredited Investment Fiduciary also holding the Charted Financial Consultant and Chartered Life Underwriter designations.