About Us
ABOUT US
Exclusive Strategic
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.
Our Success
We work with over 65+ carriers to find the highest value propositions in the market
Ensuring every client receives a plan tailored to their unique needs and goals. Our mission is to create sustainable wealth strategies that empower our clients to retire with confidence and peace of mind
Meet the Team
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.
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 Case Design Sales Director for Insurance Agency & Wealth Management Group 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.
Dylan Bangs
Based in Phoenix, Arizona, Dylan Bangs is the Executive Vice President of Exclusive Strategic and an accomplished financial strategist. Dylan is passionate about empowering clients with tax-efficient wealth strategies designed for long-term success.
Driven by a commitment to financial literacy, Dylan works to make these advanced strategies accessible and actionable. His approach prioritizes maximizing income while minimizing tax burdens, with personalized solutions that adapt to each client’s financial structure.
Let’s Build Your Future Together
With a team of seasoned experts and access to the best financial products on the market, Exclusive Strategic is your partner in creating a secure, prosperous retirement. Ready to take control of your financial future?
We’re committed to helping you achieve financial peace of mind.
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