6115 Park South Drive
Suite 200
Charlotte, NC 28210



Mission & Process

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.

Our Process

Our process encompasses the design, implementation and monitoring of a sound, flexible financial plan. Our business model starts with you in the center and extends to all areas that may affect a business or individual balance sheet.  Once we have collected the pertinent data with you, we can align your goals with a solution.


While we have experience in many of these areas, we recognize that we cannot fully specialize in all of them. However, we have created a network of trusted advisors to assist with the implementation of the black circles below.