Elevated Financial Solutions to
Equip and Empower Your Future

Elevated Financial Solutions to
Equip and Empower Your Future

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Years in Business
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Families Served

Consider us your new Wealth Quarterback

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.
Like a quarterback, we’ve got our eyes on the field and make sure you’ve got all resources you need to have a well-rounded and well-executed plan. 

Consider us your new Wealth Quarterback

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.
Like a quarterback, we’ve got our eyes on the field and make sure you’ve got all resources you need to have a well-rounded and well-executed plan. 

Discover the Power of IQ Compounding

As a company, we specialize in using our resources to your advantage.
By having us in your corner, we can make sure your plan doesn’t have any missing pieces.

Prudent Investment Solutions

Our investment process is goals-driven, with an emphasis on behavior. We help clients avoid the pitfalls of making emotional investment decisions.

The Catalyst that Drives Us

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

What “Strata” Means For You

The word strata means layers. We’re experts at uncovering missed planning opportunities and addressing our clients’ most complex challenges.

Are you ready to make your money work for your future?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.