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Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. Based in Dallas, Texas, Strata’s advisors align your life and financial goals to help you achieve new levels of financial discipline and direction.
Our investment process is goals-driven, with an emphasis on behavior. We help clients avoid the pitfalls of making emotional investment decisions.
The word strata means layers. We’re experts at uncovering missed planning opportunities and addressing our clients’ most complex challenges.
Integrity. Respect. Empathy. Discipline. Professionalism. Strata advisors and clients enjoy an alignment of values that promotes deep, meaningful relationships.
