Stratton Harrison (CFP®, EA)
Stratton Harrison focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
"I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest.
Stratton earned a Bachelors of Business Administration with an emphasis on Marketing and Sports Management from Loyola University Chicago and originally hails from Dallas, TX. When not serving clients, Stratton enjoys playing golf, exploring Chicago's restaurant scene, spending time along the lake, and hanging out with his wife Callie and their two cats Tom and Ruth.NAPFA Start Date
May 05, 2025
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