Our Mission


We use a white-glove approach to develop enduring strategies for individuals, families and business owners with the design, implementation and monitoring of comprehensive business and personal planning.

We listen. We learn. Only then do we advise.

At Strategis, we have all of the resources of the largest firms, but our structure and support allow us to maintain the integrity of each relationship and provide a high level of service customized to each client. We pride ourselves on this level of service and believe our specialty creates the trust necessary to build an enduring relationship.


Securities products and services offered through Park Avenue Securities, LLC
(PAS), member FINRA, SIPC. OSJ: 4201 Congress St Ste 295 Charlotte, NC 28209 (704) 552--8507
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance
Company of America (Guardian), New York, NY.
Strategis is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Neither Guardian nor its subsidiaries issue Property & Casualty
or Health insurance products or services.
This material is intended for general public use. By providing this material,
Strategis is not undertaking to provide investment advice for any specific individual
or situation, or to otherwise act in a fiduciary capacity. Please contact a financial
professional for guidance and information specific to your individual situation.
2018-62656 (8/2020)