Strata Wealth Advisors

Financial Services - Dallas, TX, US

Strata Wealth Advisors Employees
Vyoma Patel

CCO & Director of Operations

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Ken Painter

Founder & Chief Wealth Advisor

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Mark Whidby

Chief Investment Officer

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Brandon Cumba

Wealth Advisor & Director of Advisory Services

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Chris Patureau

Senior Client Service Associate

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Strata Wealth Advisors Senior Management
Ken Painter

Founder & Chief Wealth Advisor

Contact Ken Painter

Ken CFP

Founder & Chief Wealth Advisor

Contact Ken CFP

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Strata Wealth Advisors Details

Elevated financial solutions.Strata is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals.Our holistic planning and investment approach reduces complexity in our clients' lives while helping to protect and grow their assets. Our advisors create highly organized, custom financial plans and ensure each plan is implemented fully and accurately. As trusted advisors, we adhere to the highest standards of integrity, serving our clients as a stable, reliable anchor and sounding board throughout their lifetimes. Strata Wealth Advisors is based in Dallas, Texas.

Strata Wealth Advisors logo, Strata Wealth Advisors contact details
Website: stratawealth.com
Employees: 10 - 19
HQ: 214-420-7020
Location: Dallas, TX, US
Revenue: 1 - 2.5 Million
Financial Planning Investment Planning Estate & Asset Protection Planning Business Succession Planning Survivor Planning Education Planning Disability & Long-Term Care Planning Estate & Asset Protection Planning Disability & Long-Term Care Planning
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