CEOminutes: Meet Jim DeCarlo, CEO of StratWealth
Jim DeCarlo is the chief executive officer of StratWealth, a financial planning firm based in Maryland. Since its founding in 1991, StratWealth has provided extraordinary wealth management for clients by holding to an overarching mission: serve others to make lives better. The firm serves a diverse range of clients in various age groups and stages of life—from retiring baby boomers to millennial entrepreneurs—with a suite of strategic processes and platforms, including the Nexit Strategy for individuals and families, the FiduciaryFit Strategy for retirees, and the Next Chapter Strategy for divorcees. StratWealth has earned numerous awards and honors, such as recognition in Financial Times Top Financial Advisers: FT 300 Ranking and Financial Planning Magazine’s RIA Leaders. In this CEOminutes interview, Jim talks about moving back to Maryland after spending two decades in Australia, why clients come to StratWealth, the future of the firm, and more.
ABOUT OFFIT KURMAN
Offit Kurman is one of the fastest-growing full-service law firms in the United States. With over 200 attorneys in 14 offices that stretch from New York to North Carolina, we represent privately-held companies and families of wealth throughout their business life cycles. Our mission is to provide our clients with “The Better Way” to grow their organizations, protect their businesses’ and families’ wealth, and resolve their most challenging legal conflicts. In addition to our quality of attorneys and breadth of legal services, Offit Kurman is distinguished by our unique operational structure, which encourages collaboration rather than internal competition. The same approach that makes our firm attractive to legal practitioners gives clients unlimited access to experienced counsel in every area of the law. Trust, Knowledge, Confidence—in a partner, that’s perfect.
Find out why Offit Kurman is The Better Way to protect your business, your assets and your family by connecting via our Blog, Facebook, Twitter, Instagram, YouTube, and LinkedIn pages. You can also sign up to receive LawMatters, Offit Kurman’s monthly newsletter covering a diverse selection of legal and corporate thought leadership content.
DELAWARE | MARYLAND | NEW JERSEY | NEW YORK | NORTH CAROLINA | PENNSYLVANIA | VIRGINIA | WASHINGTON, DC