Taxlink Financial Services

Strata Wealth Advisors is an independent wealth management firm based in Dallas, Texas, specializing in providing comprehensive financial solutions for affluent individuals and families. With a team of professionals dedicated to understanding clients' goals and aligning them with their financial plans, Strata offers elevated expertise and a unique Wealth 360 Planning Process to navigate the complexities of estate and financial management. Driven by integrity, respect, empathy, discipline, and professionalism, Strata advisors build deep and meaningful relationships with their clients, uncovering missed planning opportunities and addressing complex challenges. With a goals-driven investment process that emphasizes behavior and avoids emotional investment decisions, Strata aims to empower individuals and families to achieve new levels of financial discipline and direction.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Richardson, TX area, Trisha Archey will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.