Alta Strada Wealth Management

Alta Strada Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing investment management and comprehensive financial planning along with retirement plan consulting and estate‑planning facilitation. As with most supported firms, it typically charges percentage‑of‑AUM fees and offers portfolio management for individual accounts.

The firm delivers ongoing advisory services through discretionary and non‑discretionary arrangements, developing client‑specific investment policies and asset allocation targets while using both passive and active strategies and model portfolios sourced from third‑party marketplaces and outside managers. It also supports management of held‑away retirement accounts via account‑aggregation services and provides advice on allocating to annuity contracts through third‑party platforms.

Noteworthy for a firm of its size, Alta Strada offers educational seminars and speaking engagements on personal finance topics, and can facilitate estate‑planning document preparation through a partnership with a third‑party technology provider, including the option to cover client access costs. The advisory team is small—two advisors managing roughly $52.7 million across about 54 clients—and combines employer plan consulting expertise with individualized financial planning services, reflecting a mix of offerings that is less common among peers.