Who We Are: Good Life Wealth Management
A Fiduciary Firm Focused on Retirement Planning
We work with retirees and pre-retirees nationwide, providing coordinated financial planning around retirement income, taxes, and long-term decision-making.
Request an Introductory Conversation 👉 /appointment/
A brief introductory call to determine whether working together may be appropriate.
Why We Do This Work
Financial decisions in retirement are different from those made during the accumulation years. Questions around income sustainability, tax considerations, and investment alignment often become more interconnected and more consequential over time.
Good Life Wealth Management was created to focus specifically on this stage of life — helping retirees and pre-retirees navigate these decisions with a planning approach that emphasizes clarity, coordination, and fiduciary responsibility.
How We Work With Clients
Our work centers on an ongoing planning relationship rather than one-time recommendations. We help clients understand how retirement income planning, tax planning, and investment decisions fit together — and how those decisions may evolve over time.
We work with clients virtually across the United States, allowing for flexibility, consistency, and long-term collaboration regardless of location.
Our Fiduciary Commitment
As a Registered Investment Adviser, Good Life Wealth Management is a fiduciary. This means we are required to act in our clients’ best interests and provide advice based on their specific circumstances.
We are an independent firm, which allows us to focus on planning and advice without the conflicts that can arise from product sales or commissions.
Who We Typically Work With
Our firm typically works with individuals and families who:
- Are approaching retirement or already retired
- Have accumulated significant savings across multiple account types
- Want coordinated planning around income, taxes, and investments
- Prefer an ongoing advisory relationship
We are not a fit for everyone, and part of our process is helping determine whether our approach aligns with your needs and expectations.
About the Advisor
Scott Stratton is the founder of Good Life Wealth Management and has been helping retirees and pre-retirees since 2004. He holds the Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA) designations. Scott is a graduate of Oberlin College and holds a Master’s degree and Doctorate from the University of Rochester. He is a former faculty member of the State University of New York at Geneseo and Texas Christian University.
Next Step
👉 Request an introductory conversation
No obligation. Designed for retirees and pre-retirees.
