Providing Financial Direction To Help You Live Your Best Life
/'strādə,'stradə/
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 August 11, 2022
The thought of a recession can strike fear into the hearts of new investors or families in an uncertain financial situation. Though this downturn in the economy presents some distinct challenges, it doesn’t have to spell disaster. With a thoughtful allocation of funds and patient money management, you can weather this type of storm more […]By David D’Albero II and Carmine Coppola on June 5, 2022
With the current economic climate, we thought it would be the perfect time to discuss risk tolerance and how it relates to investor behavior. Without an intentional strategy that reflects your personal goals, times of turmoil (and growth, for that matter) can influence financial decisions in a way that’s not always beneficial. That’s why it’s […]By David D’Albero II and Carmine Coppola on May 4, 2022
As people live longer and longer, it becomes increasingly important to plan thoroughly for “life after work.” Most people know they’ll need to prepare financially for retirement, but they often overlook the possibility of paying for a long-term care event or misunderstand how this kind of care is funded. At Strata, we look at our […]