Broker Check

Our Approach

At Stratos Wealth Partners, our approach is fully aligned with your needs to develop the most appropriate solution for you in a holistic and comprehensive manner. Our clients come to us seeking advisors who will place their interests first in every decision made and action taken. They remain with us because we demonstrate that commitment every day. We believe that aligning our interests with yours, in a manner that emphasizes integrity and full objectivity, is the key reason our clients and colleagues continually refer us to others.

We support a diverse and varied clientele, from business owners and executives, to retirees and individual investors. We have earned the trust and respect from some of New Orleans most respected non-profit organizations, providing services in Philanthropic Planning that expand well beyond traditional wealth management services. We work with an array of businesses in Greater New Orleans and nationwide to develop 401K and retirement plan services to help their employees pursue their personal financial goals. And our strategic partnerships with organizations, such as Fidelity Bank and an extensive network of accountants and attorneys, are carefully curated to ensure their values and objectives are a good fit with our team culture.

We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the vast array of needs our clients present.

It is also important for clients to know that when working with Stratos Wealth Partners, we follow the belief that each client’s investment options are not limited to what’s available through one firm, or one firm’s “best” option. We can tap any number of different providers to present what we believe are the best offerings available in the market.  This means we can choose objective investment strategies and products that best fit the needs of each client.

Our Services

Learn More

Our Strategic Relationships

Learn More

Have a Question

Thank you!