Welcome to

Stravolo Wealth Management

CPA-Driven Financial Solutions

Stravolo Wealth Management is based in Spartanburg, South Carolina. The firm specializes in helping CPAs provide their clients with customized personal financial planning services.

Stravolo Wealth Management was founded by Steve Stravolo, a CPA and Investment Adviser Representative, who realized CPAs are positioned perfectly to help their clients plan for the future. Furthermore, certain CPAs are driven by a sense of duty to protect their clients and help them truly gain a better understanding of their financial future.

Why choose us...

Working closely with your CPA to gain a clear understanding of your unique situation, we form a team focused on you and your goals. During the planning process, clients tend to get a good grasp of how we complement the relationship they have with their CPA.  We invest time on the front-end to formulate a plan that makes sense and is achievable.  Assuming we are a good fit and we choose to work together, the relationship becomes even stronger with ongoing communication among all three parties (you, your CPA and our team).