A Family Tradition of Financial Guidance
Stroud Wealth Management began out of resilience and determination. With two children in high school, Janet (Jan) Stroud and her husband faced financial uncertainty in 1982 when both lost their jobs within a couple of months of each other. After she and her son (Steve) saw the difference a little bit of planning made for their family, they both made the decision to earn their degrees in finance to help others be prepared for times of uncertainty. After individually starting their own businesses, they eventually joined offices in 1996.
In 2019, after David (Steve’s son) earned a full ride to Wright State and joined the firm as the 3rd generation, his experience reinforced the value of preparing for uncertain times like lawsuits and market meltdowns. During 2020, a retiree friend of David’s was facing another lifestyle cut due to the ongoing market meltdown. Watching this friend have no preparation was difficult, knowing that our Lifestyle Based Investing™ has been helping our clients navigate those times with confidence since 2007.
After adding new capabilities, innovative tools, and celebrating Jan’s retirement in 2020, today Steve & David are dedicated to helping clients build secure financial futures, rooted in the values of perseverance, service, and long-term relationships.
A Better Way to Retire
We've seen many people focus on what they are retiring FROM and miss the opportunities of what they can retire TO. Our BIGG Picture Formula™ is our way of approaching retirement planning to help you find confidence and fulfillment in this stage of your life.
Our Services
Financial Planning
Retirement Planning
Investment Management
Risk Management
Tax Strategies & Planning
Estate Planning
