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Statera Wealth Management
Statera Wealth Management operates as a multi-family office boutique, founded by Dave Wolcott after a Marine Corps career and later work at Merrill Lynch.
Statera Wealth Management
Statera Wealth Management operates as a multi-family office boutique, founded by Dave Wolcott after a Marine Corps career and later work at Merrill Lynch. The firm serves a concentrated group of entrepreneurial families, positioning itself explicitly against traditional broker-dealer models. Rather than selecting third-party funds, Wolcott advocates an 'Infinite Wealth' framework centered on direct ownership of cash-flowing alternative assets and the aggressive use of tax strategies, including conservation easements and cost segregation, to compound family capital. The firm deploys client capital across private real estate syndications, direct private credit opportunities, energy royalties, and select hedge fund strategies. Unlike generalist wealth managers, Statera concentrates on tax-advantaged alternatives, sourcing individual deals rather than blind-pool fund commitments. The real estate exposure typically includes multifamily, self-storage, and industrial properties acquired through operating partners, with investors receiving direct K-1 tax reporting. Private credit positions often take the form of short-duration bridge loans on commercial real estate. Wolcott published a book, 'Holistic Wealth Strategy,' codifying the firm's investment philosophy, which remains the primary public artifact detailing Statera's operating thesis. The firm's marketing emphasizes moving families from the 'accumulation' phase to an 'integration' phase where tax planning and deal structuring replace contributions as the dominant wealth driver. Statera also runs an educational podcast and coaching program targeting high-net-worth entrepreneurs seeking to self-direct their alternative allocations. The firm's structural distinction lies in its stance as a fee-only, non-Wall-Street operator that does not custody assets. Statera acts as a project manager for family wealth, coordinating CPAs, estate attorneys, and deal sponsors without taking custody of securities. This architecture lets the firm recommend direct alternatives without the conflict of a broker-dealer selling commissioned product — a posture that functionally positions it closer to a family office consultant than a registered investment advisor competing on portfolio management.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Dave Wolcott
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Statera Wealth Management?
Dave Wolcott, the founder and CEO, leads all strategic decision-making for the firm. His framework, which he calls the 'Infinite Wealth' philosophy, drives Statera's focus on direct alternative assets over traditional securities. The firm does not have a separate CIO, reflecting its flat entrepreneurial structure.
How does Statera structure client allocations to alternative assets?
Statera does not build portfolios of publicly traded funds. Instead, it introduces client families to individual private real estate syndications, direct private credit notes, and energy royalty arrangements sourced through operating partners. Each client retains direct ownership, receiving K-1s or 1099s rather than investing through a commingled Statera fund.
Does Statera custody client assets or act as a broker-dealer?
No. Statera explicitly operates as a non-custodial advisory firm. It coordinates investments, tax strategy, and estate planning but does not hold client securities or earn commissions from product sales, which it identifies as a central conflict in conventional wealth management.
What tax strategies does Statera employ for client families?
The firm's public materials emphasize aggressive, legally compliant tax mitigation, including cost segregation studies on owned real estate, conservation easement donations, and structuring businesses to maximize depreciation and deductions. Wolcott frames tax strategy as the single largest variable in long-term family compounding.
How is Statera's investment philosophy documented?
Dave Wolcott authored 'Holistic Wealth Strategy,' which lays out Statera's principles of direct ownership, tax-first planning, and moving beyond conventional retirement accounts. The book functions as the firm's de facto investment committee memo, and Statera's podcast extends that content into current deal-structure discussions.
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