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About Strata Wealth Advisors, LLC
Strata Wealth Advisors, LLC is an independent wealth management firm based in Dallas, Texas. With a focus on affluent individuals and families, Strata specializes in navigating the complex layers of estate and financial complexities they face. The company strives to help its clients achieve new levels of financial discipline by aligning their desires and financial goals.
One of the key features of Strata's services is its holistic planning and investment approach. By taking a comprehensive view of their clients' financial situations, the advisors at Strata aim to reduce complexity in their clients' lives while protecting and growing their assets. This approach involves creating highly organized and custom financial plans tailored to each client's unique circumstances.
Moreover, Strata ensures that these financial plans are implemented fully and accurately. As trusted advisors, they adhere to the highest standards of integrity, serving as a stable and reliable anchor for their clients throughout their lifetimes. The company prides itself on being a sounding board for its clients, providing guidance and support whenever needed.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
More about Strata Wealth Advisors, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 285973 | 10 |
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