STRIDE Tax and Wealth Advisors, LLC

STRIDE Tax and Wealth Advisors, LLC is a fee-only registered investment adviser that provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, and businesses; investment management is available only to clients who participate in the firm’s financial planning service. The firm charges asset‑based advisory fees, in line with common practice among investment managers, and may recommend third‑party professionals as part of its client service model.

The firm’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and a preference for passive strategies, implemented with discretionary authority and the ability for clients to impose written restrictions. STRIDE routinely uses outside managers and subscribes to model platforms (including Altruist’s Model Marketplace and Schwab’s Model Market Center) to construct and monitor portfolios rather than relying solely on internally managed active strategies.

STRIDE is distinguished by the firm principal’s operation of an affiliated accounting and tax practice, which the brochure describes as providing accounting and tax services and as a source of cross‑referrals (with no referral fees collected), and by the principal’s maintained insurance license despite stating no insurance product sales. The firm’s explicit selection and monitoring of other advisers and its recent establishment as a single‑principal practice with no assets under management are also atypical features compared with larger investment‑manager peers that commonly oversee pooled or institutional assets.