Our commitment is to provide financial knowledge, strategies and peace of mind to our clients. Our goal is to preserve and grow our clients’ capital.
As holistic wealth managers, we believe that wealth management is about setting your goals and objectives, helping you reach those goals, while helping to minimize the risk of the portfolio.
Advantages of Our Team
Strata Wealth Management works as a cohesive team, offering each client exceptional personal service through the pooled resources of our experienced team of advisors and responsive support staff.
Through our opportune educational programs and exchange of ideas, our goal is to provide state-of-the-art solutions to our clients to navigate complex financial decisions.
We work with our clients’ outside professional team, collaborating closely with CPAs, Attorneys, and other key advisors.
We help our clients consider the following:
While we cannot predict the future, we can help plan for the unexpected and devote adequate time and energy to capital preservation strategies.
Core Values & Ethics
We believe our clients expect and deserve to receive strategies built upon objective, cutting-edge, professional advice.
We commit to the highest standards of ethical behavior. We seek to avoid conflicts of interest, and strive for transparency with clients.
We are dedicated to being an advocate for our clients and will always place a clients’ needs first.
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Strata Wealth Management
440 Mamaroneck Avenue, Suite 404
Harrison, NY 10528
Tel (914) 825-8630
Fax (914) 777-1751