The highest level; the act of taking the high road
At Strata Capital, we believe that a life well-lived is defined by balance: balance between work and family, between caring for others and caring for ourselves, between your lifestyle today and in the future. As wealth managers and financial planners, our job is to help you understand how the decisions you make today impact your future—because when you have financial clarity, you gain the freedom and confidence to enjoy your life to the fullest.
We appreciate the busy lives that our clients live, and we know they need someone they can trust to help them maximize and protect what they have worked so hard to earn.
We understand that financial decisions are often daunting and complex, and we take pride in making things easier for our clients and giving them the tools, resources and information they need to make decisions confidently.
By David D’Albero II and Carmine Coppola on September 6, 2023Over the past few years, property values have soared. Homeowners around the country and in the most desirable New York Tri-State areas have experienced the thrill of competitive offers. Even if you had no plans to sell, watching your neighbors cash in, checking Zillow, or fielding unsolicited inquiries from aggressive buyers and agents may have […]
By David D’Albero II and Carmine Coppola on September 1, 2023The cost of higher education has skyrocketed, leaving many families scrambling to figure out how to afford tuition. And while investing in a 529 plan to help fund your child’s education is always a good idea, even high-income earners may wonder how they will cover costs, especially in households with multiple children. Fortunately, there are […]
By David D’Albero II and Carmine Coppola on August 1, 2023We all want what’s best for our children and the people we leave behind when we die. You’ve worked hard and managed your money wisely to provide a comfortable lifestyle and leave a legacy. You know careful estate planning is integral to solid financial planning, but you may not be aware that decisions you make […]