Roger Roundy serves as an Executive Officer at Strategic Income. See contact routes.
Roger Roundy serves as an Executive Officer at Strategic Income, where he plays a key role in guiding the firm's specialized approach to financial planning. Strategic Income is dedicated to assisting high-income earners, business owners, and professionals in navigating complex financial landscapes. The firm's core expertise lies in developing and implementing private-market tax strategies that are meticulously designed to reduce tax liability, safeguard wealth, and establish enduring legacies for their clients. Their methodology focuses exclusively on advanced, IRS-aligned tax strategies, which are employed to effectively reduce both business and W-2 income, as well as to offset capital gains.
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