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Wealth Management

At Strata Financial Group, all aspects of your financial well-being are brought together into one integrated plan. We are a team of professionals with advanced credentials and training, including: Mitchell Romeo, CPWA®, CPFA, Anthony Campagni, CFP®, Ron Jurczynski, CPA, PFS. With 20 years in business and servicing a book of business for clients in excess of $200 million, Strata has demonstrated the ability to manage wealth over time.

As a client, it is important to understand wealth management encompasses a number of different moving parts. Besides managing your investments and portfolios, wealth management can include financial planning, estate planning, tax planning, risk management, and life planning.

We work with you to gather, monitor, and continuously review all these parts of your financial situation. Every single person is different, and that is why we have built a practice which can provide the solutions your unique situation presents.

Wealth Management Services

  • Investment Management
  • Portfolio Management
  • Asset Allocation
  • Financial Planning
  • Accumulation or Distribution Planning
  • Retirement Planning Strategies
  • Wealth Accumulation Strategies
  • Wealth Preservation Strategies
  • Budgeting/cash-flow management
  • Insurance product/policy review
  • College Financial Funding
  • Trust, Estate, and Tax Planning

Neither Royal Alliance Associates, Inc., nor its registered representatives or employees, offer tax or legal advice.