Our clients come to us with complex financial challenges.

Our advisors have worked with affluent families, business owners and executives for decades. As a result, we’ve acquired a deep understanding of the unique needs and challenges they face over their lifetimes. From negotiating sensitive intra-family issues to coordinating an estate plan or preparing for the successful sale of a privately-held business, Strata advisors have the expertise to guide you.

Simplification and Global Allocation of Investments*

A married 49 year-old attorney with two children has 8 different investment accounts with three different advisors, as well as a whole life insurance contract.

Investment Strategy for a Corporate Executive*

A married 57 year-old executive with three children is concerned now that his company stock is near its all-time high.

Maximizing Gains on a Company Sale while Minimizing Taxes*

A married 66 year-old with three children owns an oil and gas company and is looking to get top dollar when he sells within the next 5-10 years.

Estate and Succession Planning for a Business Owner*

A married 72 year-old with two children and a successful real estate company is concerned about what would happen to the company at his death.

*The hypothetical scenarios above do not involve actual clients of Strata Wealth Advisors, LLC (“Strata”). They illustrate hypothetical experiences of  fictitious clients based on scenarios that actual clients might experience. The scenarios are designed to help illustrate how Strata might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, the above should not be construed as an endorsement of Strata by any of its past or current clients, nor any assurance that Strata may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Strata is engaged, or continues to be engaged, to provide investment advisory services.