Statera Financial, LLC

Joseph Sylvia is a financial advisor at Statera Financial, LLC with over 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Charter Financial Group and Legacy Benefit Advisors. In addition to advisory work, he is a licensed insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual client objectives, time horizons, and risk tolerances. The firm offers portfolio management, risk assessment, estate-planning coordination, and emphasizes long-term purchasing power preservation while addressing tax considerations and specific risks such as those related to cryptocurrency.

David Moses is a CFP® professional with 10 years of industry experience, currently affiliated with Statera Financial, LLC in Walpole, MA. He has worked at several financial firms, including Norfolk Community Credit Union and The O.N. Equity Sales Company. Outside of his advisory work, he serves on the finance and audit committees of the Massachusetts Hockey Association and is a member of the Finance Committee for the Town of Franklin, MA, as well as a board member of Norfolk Community Credit Union. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients, with an emphasis on portfolio management, risk assessment, and estate-planning coordination. The firm employs asset-allocation frameworks and periodic reviews based on market or life-event changes, focusing on maintaining clients’ purchasing power over the long term.

David Wiech is a financial advisor at Statera Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Statera Financial, LLC provides investment advisory and financial planning services to individual clients, offering portfolio management, risk assessment, and estate-planning coordination. The firm’s investment approach is tailored to client objectives and risk tolerance, using asset allocation, dollar-cost averaging, and periodic reviews, with attention to tax considerations and specific risks such as those related to cryptocurrency.