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.
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.