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Our Mission: 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 primarily 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 »

Independent
& 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 »

401(k)’s

We help businesses with investment and retirement planning through 401(k) accounts.  Our 401(k) solutions assist businesses by providing their employees with options to help them work towards their retirement goals. Find Out More »

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