Financial Planning for the Life You Intentionally Design
Financial success without freedom isn’t enough. As fee-only fiduciary advisors, we turn complexity into clarity—walking beside you as life changes. Through advanced planning strategies, we ensure your money serves your evolving goals, enriches the life you’re building, and protects the legacy you’ll leave.
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Financial Planning Your Way
We simplify complexity with precision—aligning your wealth with what you value most and integrating every part of your financial life into one clear strategy, so you can live fully.
Building a Strong Financial Plan
Building a Strong Financial Plan
Every great decision starts with clarity. Our comprehensive process connects cash flow, tax, estate, and legacy strategies into one plan—so every dollar has purpose, and your strategy evolves along with your life.
Investment & Wealth Management
Investment & Wealth Management
Your portfolio should serve your life, not define it. We provide disciplined, tax-aware investment strategies built around your goals—so your wealth grows with purpose, clarity, and confidence through every market cycle.
Risk Management And Insurance
Risk Management And Insurance
We help you identify the right protection to support your life and goals—evaluating independent options with no products to sell, only solutions that genuinely strengthen your plan and your peace of mind.
Comprehensive Group Benefits
Comprehensive Group Benefits
We help employers design and manage retirement and benefit plans that work for both the business and its people—simplifying administration, boosting participation, and supporting financial wellness.
Trusted Networks & Partners
We partner with respected industry leaders who share our commitment to precision, integrity, and fiduciary excellence.
Advisors Who Build Around Your Life
We founded Alta Strada on the simple beleif: money should enrich life, not complicate it.
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Alta Strada was founded on a simple belief: great financial advice should serve people—not products. Every plan reflects the same care, precision, and accountability we’d offer to the people who matter most to us.
To us, real success is measured by the clarity, confidence, and time our clients gain—never by by product sales or pressure, but through grounded, fiduciary guidance from a team that treats your trust as its highest responsibility.
Norm Auger III & Tyler D. Woods
How We Bring Clarity to Your Financial Life
Our planning process simplifies complexity, removes uncertainty, and helps you move forward with confidence. We meet you where you are, clarify your options, and create a framework for decisions that hold up as life evolves.
Intro Call
Every great plan starts with a conversation about you—your priorities, your aspirations, and what’s been weighing on your mind.
In a 20-minute introductory call, we’ll explore what you want life to look like and share how Alta Strada helps clients bring their vision to life.
Plan Design
With a clear understanding of your goals, we’ll connect every part of your financial life—cash flow, investments, taxes, and estate planning—into one coordinated strategy.
Together, we’ll bring structure to complexity and confidence to your decisions, guiding you with clarity as life unfolds.
Ongoing Advice
Life doesn’t stand still—and neither do we. As your goals and circumstances change, we’re here to adapt your strategy, refine your plan, and anticipate what’s ahead.
You’ll always have clarity about where you stand, confidence in your direction, and a partner who stays in step with your evolving life.