• About Strata Wealth Advisors

    Strata is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals.

    Our holistic planning and investment approach reduces complexity in our clients’ lives while helping to protect and grow their assets. Our advisors create highly organized, custom financial plans and ensure each plan is implemented fully and accurately. As trusted advisors, we adhere to the highest standards of integrity, serving our clients as a stable, reliable anchor and sounding board throughout their lifetimes. Strata Wealth Advisors is based in Dallas, Texas.

  • Our Firm At a Glance

    • Independent, privately-owned RIA
    • Founded by professionals who have served the financial planning and investment needs of business owners, executives and affluent families since 2000
    • Extensive experience in estate, business succession, exit strategies and asset protection planning
    • Accounts carried by National Financial Services LLC, a Fidelity Investments® company and a Member of NYSE and SIPC

What Makes Us Different

  • We share our clients’ core values.

    Integrity. Respect. Empathy. Discipline. Professionalism. Strata advisors and clients enjoy an alignment of values that promotes deep, meaningful relationships.

  • We see the big picture and all the moving parts.

    We offer comprehensive, goals-directed estate, financial, and investment planning solutions. We give holistic investment advice, not just on an account-by-account basis, but on all your collective investable assets as a whole.

  • We have the discipline to stick to the plan.

    Our starting point is always financial planning, beginning the investment discussion only after sufficiently working through the planning process. We have the discipline to adhere to your plan and our investment philosophy over the long haul.

  • We reduce complexity in our clients’ lives.

    Strata advisors speak the language of finance, investments, insurance, business, tax, estate and asset protection planning. This allows us to identify and communicate coordination gaps and opportunities in terms you can understand.

  • We are the catalysts that get things done.

    More than just providing advice on paper, we proactively coordinate with all your family advisors to put your financial plan in motion. Our action orientation gets the job done accurately and efficiently.

Fidelity Investments is an independent company, unaffiliated with Strata Wealth Advisors, LLC. Fidelity Investments is a service provider to Strata Wealth Advisors, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Strata Wealth Advisors, LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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