Daniel Stratton, CFP®
Managing Partner
Founded the firm and still builds every plan himself. Twenty-six years in, Dan remains the one who answers the hard questions — and most of the phone calls.
The crew · who does the digging
The whole firm fits at one table.
Five people, 140+ families, two reviews a year. Nobody here manages a territory; everybody here knows your file.
Field crew · five of us
Every plan gets the crew that built it.
No call centers, no rotating account reps. The five people below are the whole firm — and the same faces you’ll see across the table at every review, twice a year, every year.
Ruth Calloway
Partner
Ruth holds the insurance licenses, so when an old annuity or a real coverage need surfaces, it gets handled in-house. Clients tend to call her first; she tends to already know why.
Marcus Webb
Director of Operations
Marcus keeps the firm’s machinery quiet: paperwork finished before it is needed, review dates set a year out, nothing left to chance or memory.
Elena Voss
Growth & Marketing
Elena writes the field notes and keeps the firm’s words as plain as its fee. If something we publish makes sense the first time you read it, that is her doing.
Tom Brandt
Client Service Manager
Tom owns the question queue. Ask something in the morning and he considers it overdue by the afternoon — which is why most clients have his direct line memorized.
Below bedrock there is only this
Start with a conversation.
No obligation, no pitch, nothing to prepare. We will talk through where you stand, what enough means in your case, and whether this firm is the right place for your plan. If it is not, we will tell you plainly and name someone who is.
Call the office and a person picks up. Most days, that person is Dan.
Stratton Wealth Management · at a glance
- Structure
- Fee-only fiduciary planning · One transparent fee
- Custody
- Assets held in your own name at Charles Schwab — we never take custody of your money
- Office
- 412 Harborview Road, Suite 200, Traverse City, MI 49684
- Phone
- (231) 555-0147