Navigating Life's Challenges
Not one product fits all situations. At Stroud Wealth Management, we use everything at our disposal to personalize your financial situation to fit your specific needs regarding retirement, investments, financial planning, tax planning, insurance, and estate planning. We have the knowledge and tools to help you navigate life's challenges to fulfill your financial goals.
About Us
Sam Stroud, CFP®, AIF®
Owner & Operator of Stroud Wealth Management, LLC, a CERTIFIED FINANCIAL PLANNER® Professional and Accredited Investment Fiduciary
After graduating from Penn State Behrend in 2015 with a bachelors degree in finance, I started my career in financial planning. I passed all licensing exams in 2017 and began working with clients. In 2022, I successfully passed the CERTIFIED FINANCIAL PLANNER® exam to become a CFP® professional, focusing on portfolio management, financial planning, and tax preparations.
Your Success is Our Success
Our ultimate goal is to help clients succeed by educating and providing services that match their goals and situations. We strive to provide a wide range of products and services that fit your needs best and to manage expenses.
Proudly Serving the Erie Area
With loyalty, care, and a fiduciary duty to always put clients’ interests first—and simple, transparent pricing means your success is our success.
