Statera Wealth

Statera Wealth is a wealth management and retirement planning firm that builds customized financial plans around each client's goals and core values. Its work covers retirement income planning, investment management, Social Security optimization, business exit planning, and legacy planning and philanthropy. The firm says it coordinates with clients' CPAs and attorneys, and it runs Wealth University, a free financial education program for the community.

New clients begin with a discovery meeting to learn where they are in accumulating or distributing wealth, then the team designs and tests plans under several scenarios before implementing them. Clients get a personal online portal to view accounts, asset allocations and planning calculators. The office is at 912 W. 1600 S. in St. George, Utah, and the team hosts a weekly financial radio show on KNZU-AM.