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 services to individual clients, high‑net‑worth individuals, and trusts or estates. The firm manages client portfolios directly and also offers standalone planning and consulting engagements, with the ability for clients to impose investment restrictions documented in their files. The firm tailors strategies to each client’s stated objectives using a mix of methods—including fundamental and technical analysis, charting, and modern portfolio theory—and documents client profiles to guide portfolio construction and rebalancing. Statera generally operates with discretionary trading authority, performs account reviews at least annually (more often as needed), and uses an institutional custodial and trading platform to aggregate and execute client trades. Noteworthy features include its corporate ownership structure (joint ownership between two holding entities) and that the advisory registration is recent relative to the firm’s founding, which may affect legacy client relationships and operational history. Statera also commonly hires third‑party sub‑advisors and maintains affiliated insurance agents who may offer insurance products (a disclosed conflict of interest), and the firm does not vote client proxies—clients receive and retain responsibility for proxy voting.

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.