MarketStrats

At MarketStrats, we are dedicated to providing comprehensive financial planning and investment management services to our clients. As a fee-only, evidence-based fiduciary, we are committed to putting our clients' best interests first and providing them with personalized, actionable financial plans that align with their life goals.

Our mission is to empower our clients with the knowledge and tools they need to make informed financial decisions and achieve their financial objectives. We believe in transparency, accountability, and personalized service, and we strive to build long-term relationships with our clients based on trust and mutual respect.

Meet Keith

Our founder and CEO, Keith Finkelstein, is a Chartered Market Technician with over a decade of experience in finance. Keith has a unique approach to wealth management that emphasizes complete transparency and personalized service. He is dedicated to helping his clients achieve their financial goals and live the life they desire.

Our Services

We offer a range of financial planning and investment management services designed to help our clients achieve their financial objectives. Our services include:

• Financial Planning: We work with our clients to create comprehensive, actionable financial plans that align with their life goals. Our planning process is designed to help our clients understand how each financial decision affects the big picture and make informed choices about their money.
• Investment Management: We help our clients manage their investments and make informed decisions about their investment portfolios. Our approach emphasizes risk management, diversification, and evidence-based investing, and we work closely with our clients to understand their risk tolerance and investment objectives.

How We Can Help

We can help you in a variety of ways, including:

• Financial Planning Tools: We offer a range of financial planning tools and resources, including risk assessment tools and secure online portals where you can access your financial plan and investment information 24/7.
• Weekly Performance Emails and Monthly Newsletters: We keep our clients informed about their investments and the market through regular email updates and monthly newsletters.
• Personalized Service: We are dedicated to providing personalized service to each of our clients. We believe in building long-term relationships based on trust and mutual respect, and we are always available to answer questions and provide guidance.

Blog

We regularly publish articles and insights on our blog, covering topics such as financial planning, investment management, and market trends. Our blog is a valuable resource for anyone looking to improve their financial knowledge and make informed decisions about their money.