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6115 Park South Drive

Suite 200
Charlotte, NC 28210

Who We Serve
- Personal Financial Planning
  - The Process
  - Services
- Business Financial Planning
  - The Process
  - Services
Who We Are
- Meet The Team
- Giving Back
About Us
Learning Center
Client Login
- Account Access
- Living Balance Sheet
Contact
- Contact Us
- Update Your Information

Who We Serve
- Personal Financial Planning
  - The Process
  - Services
- Business Financial Planning
  - The Process
  - Services
Who We Are
- Meet The Team
- Giving Back
About Us
Learning Center
Client Login
- Account Access
- Living Balance Sheet
Contact
- Contact Us
- Update Your Information

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See what we’ve been up to!

ProShred Event – May 2023 (click HERE for more info)

Contact

6115 Park South Drive
Suite 200
Charlotte, NC 28210
Strategis: (980) 235-7818
Consolidated Planning: (704) 552-8507

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Important Disclosures

Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive, Ste. 200, Charlotte, NC 28210. (704) 552–8507. PAS is a 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.

2022-147690 (exp. 12/24) 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. Learn More

Check the background of our investment professionals on FINRA’s BrokerCheck.