Our Goal: To Provide Peace of Mind through Comprehensive Wealth Management Services

Strategent Financial, LLC is a registered investment advisory firm providing wealth management and tailored advisory services to a select group of clients.

Client Focus

Strategent Financial serves a select group of high net worth individuals and families, businesses, 401(k)’s, and non-profit organizations. Our clients receive tailored solutions specific to their unique situations. Find Out More »

Wealth Management

We believe that financial success is dependent upon having a comprehensive strategy which begins with a solid investment plan.  Our client strategies are specific to their unique situation and goals. Find Out More »

& Fee-Only

Strategent Financial is an independent registered investment advisory firm.  We provide access to a broad range of investment solutions and are not tied to any one brokerage or investment firm. Find Out More »


We help businesses with investment and retirement planning through 401(k) accounts.  Our 401(k) solutions empower businesses to provide employees a secure future through a sound retirement plan. Find Out More »

Dale Lam, founder and President, explains more about Strategent Financial, our philosophy, and our mission.