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About Us

Stratega Family Office

Stratega Family Office is a different kind of wealth advisor.

Founded on a set of core beliefs, our mission is to work with each client – each different, each complex in their own way – to offer them insight into their wealth management, give them the information they need to make critical decisions, and support to manage their wealth successfully.  It’s about control. It’s about clarity. It’s about knowing where you are in relation to your goals. At your level of wealth we understand it can be overwhelming but we are here to help.

 

Stratega core beliefs

 

  • We believe our clients’ wealth should be respected, protected and nurtured.

  • We believe in serving as an advocate for our clients, providing independent advice
        that
    serves their best interests.

  • We believe that our clients should stay in control of their wealth, always be engaged,               and constantly learning.

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