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About Us

Helping You Build a Strong Foundation

David Strulowitz is an independent financial advisor providing personalized solutions to simplify your financial life and meet you where you are in your financial journey. While we recognize and celebrate the unique aspects of our diverse clients, our team specializes in serving independent women throughout their lives.

We are here to help you build a strong financial foundation for a comfortable financial future. Through our multi-generational perspective you are provided excellent support for your overall objectives, no matter what stage of life you are in.

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Simplifying Complexities for Your Financial Journey

Financial planning and management are complex, but by striving to present solutions in a straightforward, understandable manner, you can feel more comfortable with the process and finances. We are transparent about our strategies and your progress toward the retirement lifestyle you desire.

A Partner Who's Commited to Your Journey

A Partner Who's Commited to Your Journey

As you develop a personal relationship with us, you will develop confidence in our commitment to your journey. Part of building a comfortable financial future involves getting comfortable with who is guiding your financial decisions, even and especially when life feels out of control.

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A Family Perspective for Generational Wealth

Our generational planning perspective incorporates the needs of your parents and children in your overall strategy. We want you and your entire family to feel confident about the future and your plans to transition your wealth from one generation to the next.

Our Team

David Strulowitz

David Strulowitz JD, LLM

Partner Wealth Management Advisor



Monika  Ruzik-Klatka

Monika Ruzik-Klatka

Registered Administrative Assistant



Tiffany  Joo

Tiffany Joo

Administrative Assistant



Our Core Values

We strive to help our clients feel more comfortable and confident in their financial decisions by simplifying the complex nature of their finances and the decisions they face.

Simplifying Complexities as We Build Rapport

Helping you understand the complexities of your finances so you can trust us to take action where you need it. We’ll review each part of your plan together to maintain transparency and increase your comfort in our decision-making. 

Educational Decision Making to Strengthen Trust

Relationships are essential to our process. We want you to feel confident working with an experienced and steady advisor who will have your back on your personal needs. When you open up to our process and let us help your financial decision making, you can truly feel  financial comfort.

Family Perspectives Address Future Priorities

We approach planning with a family perspective, addressing not just your needs, but those of your parents and children as well. We’re prepared to assist in your finances today and as you transition wealth across generations.

Helping You Achieve Foundational Financial Comfort

Our expertise applies to every facet of your financial life, helping you navigate  the potential circumstances as you move forward on your financial plan. Personalization drives our decisions, helping you to achieve your goals and objectives.

Our Custodian


Our Approach

We approach planning with a multi-generational perspective to assist you in building a solid financial foundation.

Our Approach

Our Services

Our services reflect your values and help build a versatile structure to support your financial journey.

Explore Our Services

Contact Us

Contact us today to begin your confident journey toward financial independence.

Let's Talk