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Who We Are: Good Life Wealth Management
Good Life Wealth Management helps baby boomers and pre-retirees with $500,000 to $5 million in investable assets plan for retirement with clarity, confidence, and a fiduciary financial advisor they can trust — no matter where they live.
We work with clients nationwide and meet remotely through secure video meetings, phone, and email. Our focus is on providing thoughtful, objective guidance rooted in experience and evidence, not product sales or commissions.
About Scott Stratton, CFP®, CFA — Founder & Fiduciary Advisor
Scott is one of a small number of advisors to hold both the Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA) designations, a rare combination of planning expertise and investment rigor.
Before founding Good Life Wealth Management in 2014, Scott served as Director of Financial Planning for Stratford Consulting, where he helped grow assets from $225 million to $375 million while providing in-depth solutions around investments, taxes, Social Security, and retirement planning to High Net Worth investors.
From 2004 through 2011, Scott was a Financial Advisor with GS Wealth Management, where he learned his craft and completed a Certificate in Financial Planning from Boston University. He earned his CFP® in 2007 and then pursued the CFA program, passing all three levels consecutively. Scott has been awarded the Five Star Wealth Manager distinction in Texas Monthly three times.
Scott also authored Your Last 5 Years: Making the Transition from Work to Retirement, a book designed to help pre-retirees and retirees navigate the key planning decisions in the years before retirement.
Our Approach
We believe planning is paramount to success, and we start with listening to you — your goals, concerns, values, and life priorities. From there, we help you build a retirement income strategy, investment framework, and comprehensive plan designed to support your best life in retirement.
As an independent fiduciary advisor, we do not sell proprietary products. Our compensation is transparent and aligned with your success. This allows us to focus on what matters most: your financial goals, not product sales or incentives.
We tailor our services to your situation — whether you need help with retirement income planning, investment strategy, tax planning coordination, or legacy considerations — and we provide support as your priorities evolve.
Outside Work
Scott’s first passion was music. A native of Rochester, New York, he studied trombone at Oberlin College and completed graduate work at the Eastman School of Music, earning a Master’s, Performer’s Certificate, and Doctor of Musical Arts degree by age 25. He taught music at the State University of New York at Geneseo and Texas Christian University before transitioning to financial planning.
For 20 years, Scott was a professional orchestral trombonist in the Dallas area. He was also an active animal welfare volunteer and foster caregiver, supporting Operation Kindness for 17 years. Currently, Scott and his family are living in Paris, France, where his wife Luiza serves in a marketing role for a global company.
These experiences reflect the personal, life-centered perspective he brings to financial planning — understanding that money supports the life you want to live, not the other way around.
Why Good Life Wealth Management
We are committed to providing clients with:
- Fiduciary advice — objective guidance that puts your interests first
- Technical expertise and designations (CFP®, CFA)
- A planning process grounded in your goals
- Remote-friendly service, so you don’t need to be local
- A focus on retirement income, tax planning, and risk management
Our goal is to help you feel confident about your financial future, understand your options, and make choices that support your goals and peace of mind.
Ready to See If We’re a Fit?
We’d like to meet you and learn about your financial goals — not just your portfolio size. Whether you are approaching retirement or already retired, we can help you explore strategies for tax-efficient income, investments, and the decisions that matter most.
👉 Schedule a call or introductory conversation to see if working together is a fit.
scott@goodlifewealth.com
214-478-3398
Good Life Wealth Management LLC is a registered investment advisor in Arkansas, Texas, and other jurisdictions where exempted.
