We know what it's like to be worried about managing your wealth and feel unsure about who to trust. If you’re like us, you’ve worked hard to get where you are now, and you want to feel excited about the future. You’ve likely wondered if there was someone who could guide you through your decisions, tailoring an investment strategy to achieve your goals while being thoughtful about your tax implications. We know you want to get back the time and energy to focus on what’s important to you, and you shouldn’t have to feel alone.
Styre (pronounced like "steer") is a Danish word for manage, or steer.
With our founder's Nordic roots, and our passion for guiding high-performing professionals toward continued success, Styre is the perfect name to reflect our heritage and our future.
Not all money management is equal. As your personal CFO, we help chart your course, supporting you through challenges and helping you take advantage of opportunities.
We know what it's like to manage success and to deal with the myriad demands on your time, energy, and finances. We also know that as you reach new heights of prosperity, you're met with a new breed of challenges.
For the past 13 years, we’ve helped high-achieving professionals just like you get a handle on the overwhelm and chart a new direction, steering toward confidence, success, and joy.
Styre’s founder, President, and Principal Wealth Advisor Joshua A. Rudd, started our firm in 2009, driven by exacting standards and an unparalleled passion for helping clients continue their success trajectories. His principles have attracted high-performing professionals, who are drawn to the firm’s high-touch, personalized approach coupled with our unique expertise.
Prior to launching his own firm, Rudd had the opportunity to experience a variety of facets of the financial industry, from serving as a securities trader, a financial analyst, and then a financial advisor. This experience informed Rudd’s ethos and vision for Styre, creating a proactive wealth management firm uniquely suited to support competitive professionals.
The process is simple — we start with a consultation and risk assessment session, we discuss your current position and goals, and then we become your private wealth managers, and you get to set aside your financial worries. Once you request a consultation, you’ll have taken the first step to getting that time and energy back so you can focus on what’s important.
We believe you deserve to be in the hands of a team that can solve complicated problems and understand what you’re going through. You should be able to keep more of what you've earned, and to work with a professional who's working as hard as you do. We help you stop struggling alone in your financial exhaustion so that you can relax and enjoy, or get back to chasing your next deal. Request a consultation today so we can get started.