Strateon Intelligent Wealth offers financial planning and investment advice to help clients develop long-term financial strategies. Their services include cash flow and budgeting, education funding, retirement planning, risk management, estate planning, and tax planning. They also offer a Digital Asset Consulting Service that provides technical instruction on digital asset platforms and self-custody solutions. Strateon Intelligent Wealth does not manage client assets.
Fee Structure
Strateon Intelligent Wealth provides investment advice as part of its financial planning services. If you choose to implement their investment recommendations, you will maintain your own accounts and execute trades yourself, with assistance from Strateon Intelligent Wealth if needed. Strateon Intelligent Wealth does not offer investment management services where they directly manage your portfolio.