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Client Stories

Experience the Difference

Real clients. Real stories. Real experiences.

Value of Integration
(Wealth Strategies)
Private placements
(Real Estate Investments)
Employer Retirement Plans
(Investment Management)
Special Projects
(Consulting Services)
Tax Loss Harvesting
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What We Do

simplify your life

We provide you with both tax and investment experience, something you don’t find on every corner. The Strada team works collaboratively to understand all aspects of your life and strives to make the best financial decisions now and for your future.

Ready to get Started?

or give us a call at 503.667.5355

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The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.