A complete list of active advisors currently associated with Statera Wealth Management

Warmer can help you find a great advisor at Statera Wealth Management or one who fits your needs even better.

Statera Wealth Management provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth clients, trusts and estates. The firm operates with a five‑advisor team and manages roughly $185 million in client assets across about 230 client relationships. Portfolios are managed on a discretionary basis using a mix of fundamental and technical analysis, charting, and modern portfolio theory, with account reviews performed at least quarterly and rebalancing as appropriate. Statera documents client objectives and allows written investment restrictions, and it commonly allocates portions of client assets to third‑party sub‑advisors whose models it monitors and may replace at its discretion. Distinctive features include a 50/50 corporate ownership structure and a firm history that began prior to its recent registration as an investment adviser, indicating a business transition captured in its disclosures. The brochure also notes that affiliated representatives are licensed insurance agents who may receive separate compensation, the firm relies on a single institutional custodian relationship that provides services and soft‑dollar benefits to the firm, and Statera does not vote client proxies — all of which are addressed through written policies and conflict‑management procedures.

To learn more about the advisors currently working at Statera 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.