Strata Wealth Advisors

Strata's mission is to empower people to live happy and fulfilled lives by purposefully aligning their financial and life goals. Our team includes professionals in estate planning, business owner and succession planning, tax reduction strategies, investment planning, retirement planning, and insurance strategies.

Our planning approach is a goal-oriented process that we revisit with you at least annually. We call it Strata Wealth 360. We discuss your goals at a high level and learn about each other's expectations for a successful relationship. Then we assess any planning you have already done and look for coordination gaps and opportunities you may have missed.

Our greatest desire is for you to be able to sleep at night while adequately working toward your objectives. Our starting point is to develop a thoughtful and actionable plan that aligns your life with your financial goals. Below is a list of services that may be addressed in the Strata Wealth 360 Planning Process.

While holistic money management is a core component of the work we do, we believe that behavior is the dominant determinant of real-life returns and avoiding making the "big mistakes" is far more important than finding the next hot investment.

We start the investment discussion only after sufficiently working through the Strata Wealth 360 Planning Process, as our belief is that investments should be the engine to a well thought out plan and not the other way around.We review your planning and investment goals and determine what is needed from the portfolio in order to hit your targets.

Our advisors have worked with affluent families, business owners and executives for decades. As a result, we've acquired a deep understanding of the unique needs and challenges they face over their lifetimes. From negotiating sensitive intra-family issues to optimizing an estate plan or preparing for the successful sale of a privately-held business, Strata advisors have the expertise to guide you.