STRATA CAPITAL

At Strata Capital, we believe that a life well-lived is defined by balance: balance between work and family, between caring for others and caring for ourselves, between your lifestyle today and in the future. As wealth managers and financial planners, our job is to help you understand how the decisions you make today impact your future-because when you have financial clarity, you gain the freedom and confidence to enjoy your life to the fullest... Most financial planning firms emphasize the financial plan as being their client experience. The problem with this approach is that it is "set it and forget it." At Strata Capital, we consider the financial plan to be a prerequisite, the same as a blood panel for a doctor. The financial plan itself is just the beginning. What separates us from our peers is how we work together after the initial plan is created. Your life will change, and so will the services you want from your adviser. A financial plan should be a living document that..

Primary location: Fairfield United States