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. We leverage all our resources to anticipate your needs and offer strategic guidance, helping to create a well-rounded and thoughtfully executed plan for your financial success.
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 facilitate each plan into full implementation. As fiduciaries, 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 shared mission forms the foundation for building meaningful, lifelong relationships between advisors and clients, fostering trust and mutual fulfillment.
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.
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.
Strata advisors speak the languages of estate and asset protection, business owner and exit planning, tax, investments, and insurance. This allows us to identify and communicate coordination gaps and opportunities in terms you can understand.
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.