Patrick B. Wallace, MBA, CFP ®
Founder & Wealth Advisor


Patrick Wallace is the founder of Higher Strata Wealth Management and has been an independent wealth advisor since September 2005 coming from a national brokerage firm. Patrick’s mission is to help clients align their money with their values so they can live the life of their dreams and experience True Wealth.

Prior to entering the financial services industry in 2002, Patrick enjoyed a very successful career in engineering with General Dynamics Fort Worth and Abbott Laboratories and later in technical sales and retail marketing with Intel.

Patrick has been an adjunct instructor in the business department at Tarrant County College. He is active in his local church serving as a deacon and on various committees, leading Crown Financial Ministry group studies, and teaching 2nd grade Sunday school with his wife, Tracie.

Patrick and Tracie have been married since December 2002 and have three children, Ame, Paul, and Caitlin, and one grandson, Aidan. Their hobbies include spending time with family, travel, reading, and flying their RV6A for those “$100 Hamburgers”.

Sandy Capani
Client Service Manager


Sandy has been in the financial services industry since August 2004 after five years as the assistant financial administrator with a small private college in Fort Worth. One of the most rewarding aspects of her position is the day-to-day contact she has with clients.

In her free time, Sandy enjoys reading and spending time with her two grandchildren, Selena and Luke. Sandy and her husband, Pete, live in Fort Worth with their Harlequin Great Dane, Belle.
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