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Meet the Team

Strata Wealth Partners is comprised of experienced financial services professionals with a diverse set of strengths and specialties. Our team is founded upon principles of hard work, honesty and excellence in client service.

Managing Director, Partner

Managing Director, Partner

SETTING A HIGHER STANDARD FOR YOU

Contact us to learn more about how we can help you build your legacy.

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

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