StratWealth’s DeCarlo On Driving Growth Through Culture

Jim DeCarlo, CEO, StratWealth met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s culture-first growth strategy.

Since becoming StratWealth’s CEO three years ago, DeCarlo has seen the financial planning firm go from $850 million in assets under management to roughly $1.5 billion. Today, he attributes the astounding organic and inorganic growth to an upgrade in culture. “We pushed through by flipping the business model,” and allowing “innovation and creativity to start from the bottom,” says DeCarlo. His first priority as CEO, was to define a purpose and develop a process to support it. The result, “serving others to make lives better,” continues to attract new talent and clients alike.

Prior to joining StratWealth, Decarlo was a growth-focused consultant for over ten years. His deeply rooted emphasis on thought leadership and culture, goes back to watching his father play a long successful career in the NFL.

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