Ultra-High Net Worth Families & Individuals
The enduring legacy of wealth is a unique combination of financial values and personal values.
STRATVIEW’s experience in guiding and preserving legacies reflects our deep planning expertise, awareness of the unique opportunities and challenges that come with managing significant wealth, and our commitment to fostering the stewardship mindset that serves as the backbone of multigenerational planning.
What is your legacy? Our team would be honored to help you craft a plan that articulates your goals and reflects your values.
THE STRATVIEW EXPERIENCE
“I have been a client for more than 25 years. As I began to plan for retirement, Bill and his team have worked tirelessly to put a plan in place that has given our family the comfort that retirement managed by Stratview will enable us to accomplish everything we hope to personally, from an estate planning perspective and philanthropically.”
Gerry, Stratview Client
“While I am a fairly new customer to the Stratview team I wanted to share my experiences with you. I have been an existing customer of Northwestern Mutual Company since I was a young adult and have met 1:1 with Bill Moore, Founder and Private Wealth Advisor for many years leading up to my retirement. He is personable, friendly, always professional and highly knowledgeable with our interactions. His support and guidance over the years have been invaluable. It is because of Bill and his Stratview team that I felt comfortable with my decision to retire this past year.
My success to retirement would not be possible without the wonderful and excellent team that Bill built at Stratview. Stratview effectively managed my varied financial accounts and related banking transitions for retirement. Communication at Stratview is skilled. All calls I make to the office are returned promptly. Emails keep me up to date on the latest news that affect my finances. My assigned advisors are active listeners and seem genuinely supportive. When I have meetings at the office it’s comforting and calming to be treated as a family member or friend.
Stratview leads with warmth and provides effective leadership and management. When I walk into their office I immediately feel like I’m at “Cheers”, where everyone is super friendly and knows my name to greet me at the door with a smile on their face. In sum, I feel like a valued and respected customer. Stratview allows me to be at peace in my retirement and I completely trust my future in their capable hands.”
T.S., Client
"Because I had worked in the financial planning industry for more than 20 years, I was familiar with the time commitment required to follow the market and to remain current with changes in the industry and tax laws. As I approached retirement, I knew that I did not want to devote the time -- or assume the responsibility -- for managing the funds that my wife and I had accumulated during our 40+ working years. Bill and his team at Stratview Wealth Management offered the expertise and experience that I was looking for and, since our retirement two years ago, my wife and I have been very pleased with the responsiveness of Bill and his team and with the services we continue to receive from them. You cannot put a price on peace of mind."
Rob, Stratview Client
"I have been working with Bill and his team for over ten years, first with financial planning, asset management and insurance needs, and now for retirement and estate planning. Bill is not only an expert in his field, he is also excellent at explaining these issues to those of us who are not experts. He is available, reliable, trustworthy and overall, a pleasure to work with. As I move toward retirement, I feel at ease knowing he is managing my assets and guiding me through this transition and beyond. I highly recommend Bill and his team for all of these services."
Barbara, Stratview Client
William R. Moore III and his Team have always been professional, ethical, and caring for our family and friends through the years. They are timely in their responses to any questions or concerns. My family would highly recommend their services.
Madeleine, Stratview Client
“I have been a client for more than 25 years. As I began to plan for retirement, Bill and his team have worked tirelessly to put a plan in place that has given our family the comfort that retirement managed by Stratview will enable us to accomplish everything we hope to personally, from an estate planning perspective and philanthropically.”
Gerry, Stratview Client
“While I am a fairly new customer to the Stratview team I wanted to share my experiences with you. I have been an existing customer of Northwestern Mutual Company since I was a young adult and have met 1:1 with Bill Moore, Founder and Private Wealth Advisor for many years leading up to my retirement. He is personable, friendly, always professional and highly knowledgeable with our interactions. His support and guidance over the years have been invaluable. It is because of Bill and his Stratview team that I felt comfortable with my decision to retire this past year.
My success to retirement would not be possible without the wonderful and excellent team that Bill built at Stratview. Stratview effectively managed my varied financial accounts and related banking transitions for retirement. Communication at Stratview is skilled. All calls I make to the office are returned promptly. Emails keep me up to date on the latest news that affect my finances. My assigned advisors are active listeners and seem genuinely supportive. When I have meetings at the office it’s comforting and calming to be treated as a family member or friend.
Stratview leads with warmth and provides effective leadership and management. When I walk into their office I immediately feel like I’m at “Cheers”, where everyone is super friendly and knows my name to greet me at the door with a smile on their face. In sum, I feel like a valued and respected customer. Stratview allows me to be at peace in my retirement and I completely trust my future in their capable hands.”
T.S., Client
"Because I had worked in the financial planning industry for more than 20 years, I was familiar with the time commitment required to follow the market and to remain current with changes in the industry and tax laws. As I approached retirement, I knew that I did not want to devote the time -- or assume the responsibility -- for managing the funds that my wife and I had accumulated during our 40+ working years. Bill and his team at Stratview Wealth Management offered the expertise and experience that I was looking for and, since our retirement two years ago, my wife and I have been very pleased with the responsiveness of Bill and his team and with the services we continue to receive from them. You cannot put a price on peace of mind."
Rob, Stratview Client
"I have been working with Bill and his team for over ten years, first with financial planning, asset management and insurance needs, and now for retirement and estate planning. Bill is not only an expert in his field, he is also excellent at explaining these issues to those of us who are not experts. He is available, reliable, trustworthy and overall, a pleasure to work with. As I move toward retirement, I feel at ease knowing he is managing my assets and guiding me through this transition and beyond. I highly recommend Bill and his team for all of these services."
Barbara, Stratview Client
William R. Moore III and his Team have always been professional, ethical, and caring for our family and friends through the years. They are timely in their responses to any questions or concerns. My family would highly recommend their services.
Madeleine, Stratview Client