Alta Strada Wealth Management

Alta Strada Wealth Management is a registered investment adviser that provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The two-advisor firm reported about $52.66 million in discretionary assets under management across 54 clients and also offers project-based and ongoing financial planning engagements and estate-planning facilitation through a third‑party platform.

The firm develops client-specific investment policies and uses a mix of passive and active strategies, model portfolios available through the Altruist Model Marketplace, and outside managers when appropriate; it also reviews and rebalances held‑away retirement accounts via account-aggregation services. Ongoing client relationships include at least annual strategy meetings and quarterly portfolio reviews, and the principals hold retirement-plan and exit-planning credentials (CPFA and CEPA) that inform their work with plan sponsors and business-owner clients.

Distinctive aspects include a formal educational seminars and speaking-engagement offering (fees and preparation requirements are disclosed in the brochure), the ability to facilitate estate documents via Wealth.com (ASWP may pay for client access), and a practice that recommends an institutional custodian platform (Altruist) for client accounts. The firm’s reported AUM relative to its client count implies an average account size near $975,000, which suggests a client base skewed toward larger accounts rather than small retail relationships.