We assist affluent and sudden wealth families with creating and managing a plan for their future.
I understand how hard it is to grow and sustain a successful business, because I have done it myself. That’s why my entire career has been dedicated to finding the right partners to protect, manage, and grow clients’ businesses and most important assets. The creation of the Strata Alliance is the culmination of this extensive experience.
We take a comprehensive approach on behalf of business owners and high-net-worth individuals and families by aligning not only highly experienced financial advisors but also top advisors in tax planning, mergers and acquisitions, accounting, trusts and estates, philanthropic planning and more.
Joe Campolo, Founder & CEO
