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Services

Together We Can Do More

Let us show you what the picture looks like once the puzzle is complete.

Integrated Wealth Strategies

Bringing All the Pieces Together

What is Integrated Wealth Strategies?

It is the process of consulting with clients about each segment of their life, (i.e. taxes, investments, life goals & aspirations, etc.) then developing a comprehensive strategy that enhances the ability for clients to achieve their future goals.

Through this integrated process we can uncover opportunities and provide solutions that help maximize your financial potential.  

It is our belief that an Integrated Wealth Strategies approach will yield healthier financial and investment decisions.

Wealth Strategies Graph

The Strada Difference

Value of Integration

Think of your life as a long road trip.

Just like you need a vehicle to get you where you want to go, your Strada Life Plan is your financial vehicle that delivers you where you want to be.

We help you design, build and maintain the vehicle that moves you forward towards your life goals.

At Strada, we are different; we not only help you design, build and maintain your Life Plan; we help you optimize and minimize your taxes along the way.

Our Services

Benefiting the Lives of Those We Serve

Investment Management

A partner to oversee your money while you enjoy life.

Financial Planning

Helping you with life’s biggest decisions.

Real Estate Investments

Benefit of ownership without all the hassle.

Tax Advising

Minimizing the impact of taxes across all areas of your life.

Consulting

Strategic advice within reach with your own personal CFO.

Investment Management

A partner to oversee your money while you enjoy life.

Financial Planning

Helping you with life’s biggest decisions.

Real Estate Investments

Benefit of ownership without all the hassle.

Tax Advising

Minimizing the impact of taxes across all areas of your life.

Consulting

Strategic advice within reach with your own personal CFO.

How can we help?


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.