Who We Are
Strategos Group is an independent advisory firm focused on helping families and individuals make meaningful decisions about their wealth — and the roles it plays in their lives.
We are not wealth managers. We don’t sell financial products. We exist for one reason: to help people govern their financial lives with clarity, purpose, and connection. Whether we’re facilitating a multi-generational retreat or guiding an individual through a financial plan, our role is to help clients navigate complexity and build confidence.
At our core, we believe that the true purpose of family wealth is the long-term flourishing of the family. And flourishing begins with communication, decision-making, and stewardship — not spreadsheets.
We serve as a neutral guide: part facilitator, part planner, part strategist — always focused on what matters most to you and your family.
​
Our Mission
Our mission is to build a world where wealth is governed — not just managed.
We believe families thrive when they have a shared understanding of their values, roles, and direction. And we believe individuals flourish when they are confident in their own financial foundation.
That’s why we offer two core services:
-
Fee-for-service financial planning to help individuals move forward with clarity
-
Family wealth and governance advisory to help families build structure, communicate better, and steward wealth across generations
We approach every engagement without bias, without product, and without ego. Our job is to create alignment — between people, their money, and each other.
Who We Work With
We work with:
-
Families who want more than a succession plan — they want shared vision and continuity
-
Second-generation members navigating identity, independence, and responsibility
-
Founders and wealth creators ready to transition from control to stewardship
-
Individuals and couples looking for unbiased, one-on-one financial advice
Many of our family engagements begin with a retreat. Others start with a simple financial planning conversation. Either way, we treat every relationship as unique — because it is.
We intentionally serve a small number of clients at a time, offering a “family office lite” experience built around trust, discretion, and meaningful progress.
​
Why The Name "Strategos"?
The name Strategos comes from ancient Greek — meaning "general" or "strategist" — someone trusted to lead through complexity with wisdom and foresight. That’s how we see our role: not to dictate decisions, but to help families and individuals navigate them with clarity, structure, and long-term vision. In the context of wealth governance, a Strategos is less about command and more about coordination — bringing together voices, guiding conversations, and aligning decisions with purpose. It’s a name that reflects both strategy and stewardship — the heart of what we offer.
