Your Partner and Advocate

Welcome to Strata Equities. We provide comprehensive financial solutions to high-net-worth families, sudden wealth clients, and business owners – offering a range of services designed to protect, manage, and grow your wealth. With our expertise and personalized approach, we ensure that every aspect of your financial needs is diligently addressed.

Creating lasting financial security for yourself and future generations requires careful planning. Our team collaborates with you to oversee third-party financial advisors and other service providers to create a coordinated playbook that supports your values, goals, and aspirations.

We help you define and prioritize financial objectives, whether it’s funding retirement, education, philanthropy, or generational wealth transfer.