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Stride Tax and Wealth Advisors
Stride Tax and Wealth Advisors is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
STRIDE TAX AND WEALTH ADVISORS, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Stride Tax and Wealth Advisors a fiduciary?
Yes, as a registered investment advisor with the SEC, Stride is held to a fiduciary standard, meaning it must act in clients' best interests. This is a legal obligation that separates RIAs from broker-dealers. The firm's filings confirm its RIA status.
How does Stride combine tax and wealth management?
Stride integrates tax preparation with investment advisory, allowing clients to coordinate year-round tax planning with portfolio decisions. This can reduce tax liabilities through strategies like tax-loss harvesting or asset location. The model is common among smaller RIAs that focus on holistic financial planning.
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