We help Senior Executives in the Aerospace and Defense Industry make work optional by creating a clear and comprehensive plan for their wealth that is managed by a team of experts.

Are you:

Frustrated because you don’t have the time to address all the facets of your unique wealth management needs?

Worried that you haven’t updated your plan to reflect the changes in your life, family, and career?

Concerned dealing with individual tax, investment, estate, and insurance professionals with no communication between them?

Anxious not knowing when you can make work optional and not having a plan to get there?

Find out how our five-step process can help clarify your goals and set you on the path toward success

View the Process

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Higher Strata Wealth Management are not affiliated.

This communication is strictly intended for individuals residing in the state of Texas.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Higher Strata Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary

Higher Strata Wealth Management