Strategic Advisor Information

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Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country. Christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience. Together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allows her to provide objective insights and practical solutions for advisors at all stages. For a free consultation to see what programs may be a fit for you or someone on your team, please reach out or explore our website for more information: christy.charise@nm.com strategicadvisor.co

Website	http://www.strategicadvisor.co
Employees	32 (3 on RocketReach)
Founded	2016
Address	39 Imperial Ave, Westport, Connecticut 06880, US
Industry	Business Consulting and Services
Keywords	Financial Advisor, Financial Consulting, Financial Planning Services, Financial Planning, Wealth Preservation, Financial Security, Wealth Management, Investment Advisory Services, Investment Strategies, Investment Advisory, Retirement Solutions, Portfolio Management, Long-Term Financial Planning, Retirement Planning, Legacy Planning, Risk Management, Estate Planning, Chartered Financial Consultant, Tax Planning, Certified Financial Planner
Competitors	Deloitte, PwC, EY, Accenture, KPMG In Pakistan, McKinsey & Company, Gartner, Boston Consulting Group (BCG), Fractal Analytics, Forrester +38 more (view full list)