Private Wealth Advisory

Wealth stewarded
across generations.

Strata Wealth Management provides fiduciary advisory, portfolio management, and intergenerational planning for affluent families, founders, and institutions.

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Portfolio Management
•
Estate Planning
•
Risk Management
•
Family Office
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Alternative Investments
•
Philanthropy
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Portfolio Management
•
Estate Planning
•
Risk Management
•
Family Office
•
Alternative Investments
•
Philanthropy
•
Private advisory interior
About Strata

A relationship-first advisory firm.

For four decades, we have served as trusted advisors to families who require more than conventional wealth management. We provide institutional rigor delivered with discretion and personal accountability.

Headquartered in New York, Strata manages diversified portfolios, coordinates estate and tax strategies, and acts as a steadying voice through market cycles and generational transitions.

  • Fiduciary standard of care on every account
  • Custom portfolio construction and oversight
  • Integrated estate, trust, and tax planning
  • Family governance and succession support
Advisory Services

Comprehensive stewardship for complex lives

Each engagement is tailored. Our services work together to preserve capital, compound returns, and transfer wealth with clarity.

01

Portfolio Management

Evidence-based allocation across public equities, fixed income, and alternatives, continuously aligned with each client's risk tolerance, liquidity needs, and long-term objectives.

02

Private Investments

Access to private credit, real assets, structured products, and co-investment opportunities reserved for qualified clients.

03

Risk & Hedging

Dynamic hedging, options overlays, and macro scenario analysis designed to protect capital during periods of stress.

04

Wealth & Estate Planning

Cross-generational planning, trust structuring, philanthropic vehicles, and tax-efficient wealth transfer strategies.

05

Family Office Services

Consolidated reporting, governance support, bill payment, and concierge coordination for multi-generational families.

06

Institutional Advisory

Independent investment oversight and fiduciary consulting for endowments, foundations, and corporate balance sheets.

"True wealth management is not about beating a benchmark. It is about preserving a legacy through discipline, patience, and care."
— The Strata Philosophy
Investment Philosophy

Discipline over noise.

Our investment approach combines deep fundamental research with strict risk management. We do not chase trends or time markets. We build resilient portfolios designed to endure across decades and generations.

Every position is evaluated for its contribution to risk-adjusted return, income, downside protection, and tax efficiency. Rebalancing is deliberate. Communication is clear.

  • Long-horizon, goal-based portfolio design
  • Multi-asset class diversification
  • Systematic rebalancing and risk review
  • Transparent fee and performance reporting
Executive meeting space
Leadership

Advisors with perspective

Our team combines decades of experience across institutional asset management, private banking, law, and family office operations.

Managing Partner

Alexander Hartwell

Managing Partner
Head of Investments

Victoria Chen

Head of Investments
Chief Fiduciary Officer

Richard Donovan

Chief Fiduciary Officer
Head of Family Office

Margaret Whitfield

Head of Family Office
42
Years of Stewardship
$2.8B
Assets Under Advisory
1,200+
Client Families
18.4%
Annualized Return
Begin the Conversation

Let's discuss what stewardship
looks like for you.

Our advisors are available for private consultations. Every relationship begins with a confidential review of your objectives, constraints, and timeline.

Call 1 888 452 7029 Email info@stratawealthmanagement.com