We work with over 65+ carriers to help you find the right value propositions in the market
We help ensure every client receives a plan tailored to their unique needs and goals. Our mission is to create wealth strategies that empower our clients to retire with confidence and peace of mind.
Meet Our President & Co-Founder
Brady Pelzer

Brady Pelzer is the President & Co-Founder of Exclusive Strategic. An experienced financial practitioner from Omaha, Nebraska, Brady founded the Exclusive Strategic Company after serving as the Annuity Sales Director for Insurance Agency Marketing Services for the prior three and a half years. During his time with with the firm, Brady worked with thousands of financial representatives, assisting them in providing the most optimal retirement planning solutions for their clients.

Through the development of strategic financial designs with an emphasis on sustainability, Brady was tasked with identifying the specific financial instrument(s) best fit for the client’s needs and wants. Brady prides himself on versatility within the financial planning process as there is a constant understanding that no one individual’s structure is identical to the next.

Meet Our CEO

William Rapp

William Rapp is the CEO of Exclusive Strategic and a highly experienced entrepreneur from Albany, New York. He launched his first successful business, Reigning Legacy, a nonprofit dedicated to youth financial literacy and community outreach. Today, William manages multiple financial practices specializing in advanced market case design.

Licensed in all 50 states, William's firm creates high-impact strategies tailored to each client’s financial objectives. His goal is to provide sustainable solutions that optimize asset control and long-term income security.

Our Team of Experts
Your biggest retirement threat likely isn’t the market—it could be taxes. We help you take control of your tax liability through a strategic Roth conversion plan. Our goal is to provide Immediate tax savings, reduced RMDs, and a tax-free legacy to leave your heirs with wealth and not a tax bill.st retirement threat isn’t the market—it’s taxes. We help you take control of your tax liability through a strategic Roth conversion plan. Find Immediate tax savings, reduced RMDs, and a tax-free legacy to leave your heirs with wealth and not a tax bill.
Dylan Bangs
Executive Vice President
With a team of seasoned experts and access to quality financial products, Exclusive Strategic is your partner in helping you create a secure, prosperous retirement. Ready to take control of your financial future?
Chat Now

Our Mission

Help you maintain full control of your finances throughout retirement and pre-retirement. At Exclusive Strategic, we specialize in developing comprehensive financial strategies designed to maximize income, minimize taxes, and protect your assets.
Reach Out To Us Today
See How We Can Help
Contact Us