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.