Overview

Our firm is interested in acquiring additional clients and believe that by doing so through both organic and inorganic means, simultaneously, is the best process.

Our posting here is dedicated to inorganic growth and acquiring an additional practice that we can bring into our client base.

We are interested in business sizes that are similar to this profile:
Up to $500,000 annual gross revenue
Vast majority of revenue is fee-based or openly willing to convert to fee-based
Loyal and family-oriented client base
Local to Austin and surrounding area (we are possibly open to San Antonio, Houston or Dallas)
An owner who is willing to help with the successful transition to Strada

A little about us:
Our firm is growing. We are serving our clients with excellence and have developed an exceptional reputation as a fee-only, fiduciary accountable team. We serve our clients and partners in a multitude of ways.
Financial & Retirement Planning
Divorce Planning and Marital Matters
Collaborative Law Divorce (financial neutral)
Attorney Services

The way we phrase this to our clients is:

A PERSONALIZED, HOLISTIC, FEE-ONLY APPROACH TO COMPREHENSIVE FAMILY MANAGEMENT
Strada Wealth Management adheres to a transparent, client-centric approach in financial planning. With our diverse planning strategies and retirement income planning services, our objective is to adeptly guide you through your financial voyage, empowering you with knowledgeable decisions and strategic expertise. If you’re poised to take control of your financial destiny and pursue a trajectory towards clarity and tranquility, we are ready to accompany you on this journey.

For information on our founder and leader, Jennifer Failla, please enjoy here:
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within 2 months

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