We bring it all together.

Why Statera?

The foundation of a strong Financial Plan is far more than having a diversified portfolio within your risk tolerance. It’s about making difficult decisions that continue to occur throughout your life in ALL areas of your financial world. With specific expertise in wealth management, we are committed to helping you navigate life’s decisions alongside the advice of your CPA, Attorney, and other professional advisors.

What We Do

We help to protect, maximize, and grow your wealth so you can live without the fear of outlasting your money.

Our Services

Retirement Income Planning
Financial Planning
Investment Management
Social Security Strategy
Legacy Planning
Business Planning

Wealth University is our platform for providing financial education to our community.


For years we have been educating the public on topics relating to achieving YOUR dream retirement.


You can see what upcoming classes we have available to keep yourself educated on navigating your golden years.

Let us help you find balance.

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