At Ponderosa Wealth Management we believe sound financial planning and wealth management begins by helping each client define their goals and make intelligent decisions to realize their personal dreams and legacy they want to leave for future generations.
Our clients benefit from a carefully selected team of independent professionals who offer a highly experienced, comprehensive approach to managing wealth. We are dedicated to helping successful families make smart decisions about their money by creating customized solutions to preserve their wealth and realize their dreams
Janie C. Strasser, MBA, CPA, CFP, is a Principal of Ponderosa Wealth Management.
Ms. Strasser has 15 years in the financial services business including working as a Business Consultant with Arthur Andersen, LLP and has worked with businesses and individuals providing tax advice, financial and retirement planning.
She holds a MBA and Bachelors Degree from Arizona State University, graduating Magna Cum Laude. A Certified Public Accountant and a Certified Financial Planner, her clients benefit from her diverse and well-rounded professional background.
She serves as board member to the Washington State Society of Public Accountants, the National Association of Women Business Owners and the National Association of Personal Financial Advisors.
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Michael D. Strasser is President of Ponderosa Capital, LLC. Ponderosa Capital, LLC manages investments in public and private companies. A graduate of Arizona State University, Michael holds a degree in finance and began his career at the Wall Street office of HSBC/CMM Group. He earned an MBA from the University of Chicago with concentrations in international economics and finance. Michael later worked with Dr. Arthur Laffer, Dr. Victor Canto and Lawrence Kudlow at Laffer, Canto and Associates, an investment management and economic research firm in La Jolla, California. He left Laffer, Canto and Associates in 1998 to start his own company.
Ponderosa Capital has invested in companies in many different sectors including software, retail, aerospace, medical devices and technology. Having worked both on Wall Street and in the consulting business, Mr. Strasser is able to call on a wealth of contacts both domestically and internationally to source, evaluate and fund deals. He also handles public market investing for Ponderosa Wealth Management.
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Dimensional Fund Advisors (DFA)
DFA designs portfolios to help clients capture what the market offers in all of its dimensions. A leading edge fund advisor company, DFA inaugurated its investment strategies in 1981 and was an early adopter of small cap stocks. DFA deepened its strategic investment repertoire and set a new standard for portfolio design which reflects an abiding belief in financial science and the efficacy of capital markets. DFA currently has $154 billion under management and believes that the market is an investor’s ally, not an adversary. The firm takes advantage of the ways the market is right to make the most in compensating its investors.
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Trust Company of America (TCA)
Established in 1972 as an investment asset custodian, Trust Company of America has a solid reputation of assuring a safe and secure environment for investors. TCA prides itself on providing clients with comprehensive service backed by a commitment to “high-touch” support.
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