A complete list of active advisors currently associated with Alta Strada Wealth Management
Warmer can help you find a great advisor at Alta Strada Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Alta Strada Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lincoln, NE
| 32
| |
Lincoln, NE
| 7
|
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