Stravolo Wealth Management, LLC

Stravolo Wealth Management provides discretionary investment management and financial planning primarily for individual clients, with some service to pension and profit-sharing plans, generally for investors with at least a five-year time horizon. Management is limited to specific investment vehicles—ProFunds mutual funds and subaccounts of Prudential and Jackson National variable annuities—and the firm manages those accounts on a discretionary basis.

The firm employs an active, tactical investment approach using a proprietary blend of style rotation, sector rotation, a fundamental component, market overlay, and opportunistic trading to pursue long‑term growth while seeking to limit participation in prolonged market declines. Management may also use dollar‑cost averaging and temporary allocations to money market funds as part of its risk-management toolbox.

Distinctively, the firm does not charge percentage‑of‑assets‑under‑management advisory fees for the listed managed vehicles; instead, accounts are handled on product platforms where commissions and trailing (12b‑1) payments to the registered representative may apply, a structure the brochure identifies as a potential conflict of interest. The firm operates with a single lead advisor, modest assets under management (about $9 million across roughly 62 clients), a single broker‑dealer relationship and no focus on high‑net‑worth clients, which differentiates it from many peers in the supported-firm category.