Personal Wealth Management

Your financial goals evolve over time, and we recognize the importance of keeping your plans aligned with these goals. Strata Equities ensures that your goals remain the driving force behind your financial planning. Whether you’re seeking better portfolio management, anticipating major financial changes, or have unique personal needs, we act as your partner and advocate.

Our process involves assisting in the development of a personal financial plan, identifying cash flow needs, and determining the suitable third-party advisors and investment types tailored to you.

Comprehensive Financial Assessment

Our experienced financial experts conduct a thorough assessment of your current financial situation and long-term objectives. We take the time to understand your unique circumstances, goals, and aspirations, allowing us to create a personalized plan tailored to your needs.

Strategic Cash Flow Management

Life events such as selling a business, retirement, or sudden wealth can impact your cash flow. Our experts work closely with you to develop a strategic cash flow plan that considers immediate needs, long-term goals, tax implications, and risk tolerance. We help you strike a balance between enjoying your wealth and preserving it for the future.

Managing Investment Advisors

Managing wealth requires continuous monitoring and adjustments. Our team conducts regular reviews of your financial plan, investment portfolio, and third-party financial advisor performance. We ensure your plan remains aligned with your evolving needs and market conditions, making proactive adjustments to advisors as needed.

Reports and Reviews

On a quarterly basis, we present detailed reports, discussing returns and proposed adjustments with you. We understand the unique challenges you face. Through our personalized income and expense planning services, you can confidently navigate your financial future.