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Strata Capital

Strategic Wealth Management | Fairfield, NJ

Financial planner in Bay Shore, NY (show on map)

Wealth management and financial planning for corporate professionals and entrepreneurs

Call (212) 367-2855
Navigate to Visit website
Strata Capital website

About

Strata Capital specializes in strategic wealth management for corporate professionals, entrepreneurs, and MetLife employees. Our services include comprehensive financial planning, tax optimization, retirement strategies, and investment management.

With a focus on personalized solutions, we help clients navigate complex financial decisions and maximize their benefits packages.

Former MetLife executives as advisors
Personalized financial planning approach
Technology-driven client portal

Services

Financial Planning

Personalized financial planning services tailored to corporate professionals and entrepreneurs

Personalized planning Risk management Retirement strategies

Tax Planning

Tax optimization strategies for high-income earners and MetLife employees

Stock compensation planning Roth IRA strategies SALT deduction optimization

Retirement Planning

Comprehensive retirement strategies including 401(k), pensions, and deferred compensation

Pension analysis Deferred compensation planning Social Security optimization

Credentials & Certifications

SEC Registered Investment Advisor
Since 2013

Frequently Asked Questions

How much will I need to save for retirement? +

Strata Capital helps clients calculate retirement needs based on lifestyle goals, risk tolerance, and market conditions.

How do I use MetLife's stock compensation to maximize retirement? +

Our advisors help MetLife employees develop strategies to optimize stock compensation plans and deferred compensation.

What is the best strategy for collecting Social Security? +

We analyze timing and benefit maximization strategies based on individual circumstances.

Contact Strata Capital

Strata Capital
Category
Financial planner
Wheelchair Accessible
Call (212) 367-2855

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed

Location

Location of Strata Capital, 91 E Main St 2nd Fl, Suite 5, Bay Shore, NY 11706 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Strata Capital?

Reach out today to schedule a consultation.

(212) 367-2855

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