higherstrata.com

Higher Strata Wealth Management

We are building a new website to better serve our clients. Check back soon for updates. Patrick Wallace, CFP. Higher Strata Wealth Management, LLC. 840 Thousand Oaks Drive. Hurst, Texas 76054. Check the background of investment professionals on FINRA’s BrokerCheck. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. This communication is strictly intended for individuals residing in the states of GA, SC, and TX.

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Higher Strata Wealth Management | higherstrata.com Reviews

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We are building a new website to better serve our clients. Check back soon for updates. Patrick Wallace, CFP. Higher Strata Wealth Management, LLC. 840 Thousand Oaks Drive. Hurst, Texas 76054. Check the background of investment professionals on FINRA’s BrokerCheck. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. This communication is strictly intended for individuals residing in the states of GA, SC, and TX.

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2 founder

3 pwallace@higherstrata com

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6 wealth management system

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8 coupons

9 reviews

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Higher Strata Wealth Management | higherstrata.com Reviews

https://higherstrata.com

We are building a new website to better serve our clients. Check back soon for updates. Patrick Wallace, CFP. Higher Strata Wealth Management, LLC. 840 Thousand Oaks Drive. Hurst, Texas 76054. Check the background of investment professionals on FINRA’s BrokerCheck. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. This communication is strictly intended for individuals residing in the states of GA, SC, and TX.

INTERNAL PAGES

higherstrata.com

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Changing Unhealthy Behaviors | Higher Strata Wealth Management

http://higherstrata.com/resource-center/lifestyle/changing-unhealthy-behaviors

Higher Strata Wealth Management. What Makes Us Different. 4 Steps to Success. Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no further than the New Year's Resolution, with its 8% success rate.¹. Permanent Change is Evolutionary, not Revolutionary. How could you create that time? You’re at the point of believing change...

2

What Is My Current Net Worth? | Higher Strata Wealth Management

http://higherstrata.com/resource-center/estate/whats-is-my-current-net-worth

Higher Strata Wealth Management. What Makes Us Different. 4 Steps to Success. What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Choosing a Business Structure.

3

Red Flags for Tax Auditors | Higher Strata Wealth Management

http://higherstrata.com/resource-center/tax/red-flags-for-tax-auditors

Higher Strata Wealth Management. What Makes Us Different. 4 Steps to Success. Red Flags for Tax Auditors. No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Here are six flags that may make your tax return prime for an IRS audit.¹. The Chance of an Audit Rises with Income. Deviations from the Mean. When a Business is Really a Hobby. The IRS...

4

Getting a Head Start on College Savings | Higher Strata Wealth Management

http://higherstrata.com/resource-center/investment/getting-a-head-start-on-college-savings

Higher Strata Wealth Management. What Makes Us Different. 4 Steps to Success. Getting a Head Start on College Savings. The US. Department of Agriculture estimates a middle-income family with a child born in 2015 can expect to spend about $275,000 to raise that child to the age of 17.¹ That’s roughly equal to the median value of a new home in the U.S.². Source: The College Board, 2015. Many such plans are state sponsored so the details will vary from one state to the next. A number of private colleges...

5

Donating Art: Taxation Abstraction | Higher Strata Wealth Management

http://higherstrata.com/resource-center/tax/donating-art-taxation-abstraction

Higher Strata Wealth Management. What Makes Us Different. 4 Steps to Success. Donating Art: Taxation Abstraction. The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation. The tax rules surrounding the tax deduction of art are complex and confusing.¹. Where It Becomes Complicated. Even if you are donating art to a public tax-exempt organization, a deduction based on the appraised value requires t...

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higherstrata.com

Higher Strata Wealth Management

We are building a new website to better serve our clients. Check back soon for updates. Patrick Wallace, CFP. Higher Strata Wealth Management, LLC. 840 Thousand Oaks Drive. Hurst, Texas 76054. Check the background of investment professionals on FINRA’s BrokerCheck. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. This communication is strictly intended for individuals residing in the states of GA, SC, and TX.

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