MarketStrats

MarketStrats LLC is an independent financial advisory firm based in Cape Coral, FL, offering fee-only, evidence-based, and fiduciary services. With a mission to provide complete transparency in an industry often lacking it, MarketStrats works solely for the benefit of its clients, free from any incentives from investment or insurance companies. Led by founder and CEO Keith Finkelstein, a Chartered Market Technician with over a decade of experience in finance, the firm takes a holistic approach to financial planning, aligning clients' financial goals with their life goals and crafting portfolios that are managed with purpose. MarketStrats also provides powerful technology tools, including a secure online portal for 24/7 access to financial plans and managed investments, ensuring clients are always kept informed.

With a focus on financial planning and investment management, MarketStrats helps clients understand the impact of their decisions on their overall financial picture and empowers them to invest fearlessly by calculating the risk-reward of their portfolios. The firm's comprehensive planning process creates actionable and easy-to-understand steps, quantifying risk objectives and providing ongoing support through weekly performance emails and monthly newsletters. Committed to delivering transparency and putting clients' best interests first, MarketStrats is dedicated to providing exceptional service and guidance to help clients achieve their financial goals.

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