Are you an individual or family looking for wealth management, investment management, or financial planning services?

OR

Are you a company or small business looking for 401k and profit sharing plans, cash balance plans, or general business and tax planning strategies?

Our team works with individuals, families, and companies on your specific goals to plan for a successful financial future. We seek to simplify complex financial terms and investment options, offer honest advice, independent solutions, and help you navigate life.

At Strata Financial Group, we have grown to service a book of business in excess of $200 million for families, and a variety of companies for whom we provide retirement and business planning strategies. We build long-term, trusted relationships while working to pursue your unique goals. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.

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Individuals & Families

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your personal financial goals and aspirations. Our services span from wealth management, to investment management to financial planning, but one thing stays the same: we are focused on you.

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“Truly understanding your goals, objectives, and the entirety of your financial picture are important steps in establishing an effective wealth and investment strategy.”

- Tony Campagni, CFP^®

Company Retirement Planning

Intuitive Approach to Business Planning

Planning for retirement as an employer takes on a whole new meaning. Considering your own goals as a plan sponsor, tax and business implications, and helping your employees save for retirement are all important parts of the equation. We utilize our comprehensive approach and experience to help you understand available solutions.

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“An effective retirement planning strategy is a key differentiator for attracting and retaining talent, giving your employees a vehicle for saving money towards retirement. Employers can also put money away towards retirement while having opportunities for tax deductions.”

- Mitchell Romeo, CPWA^®, CPFA

Take control of your personal or company financial goals today

Learn more about our financial services and library of resources

Individuals & Families

Company Retirement Planning

Our Philosophy

Financial Calculators

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