Broker Check

Private Wealth Management

Managing your wealth is complicated. It’s difficult to stay on top of the trends and market conditions, meet deadline requirements, and know which products and services best suit your personal needs and goals. It’s easy to feel overwhelmed.

Stratos Wealth Partners is a private full-service practice that can help you navigate it all. We offer an extensive array of personalized services with extensive knowledge and advice. We conduct a full financial assessment of your current situation, goals and desires. We work with you to develop strategies to minimize tax burdens, increase savings and help you invest more effectively.

So relax! By working with our Private Wealth Management Advisors, you will receive a customized and tailored-to-you plan to help you achieve the life you want!

Our comprehensive Wealth Management and Planning Services include:

Investments

  • Portfolio Review
  • Asset Allocation
  • Stock Concentration
  • ESG Investing (Environmental, Social, and Governance Considerations)
  • Investment Recommendations
  • IRAs (Traditional, Roth, Educational)
  • Brokerage Accounts
  • Customized Structured Notes

Financial Management

  • Income Planning and Taxes
  • Retirement Planning
  • Education Expense Planning
  • Estate Planning and Taxes

Financial Planning

  • Quick Start Financial Plan for New Couples and Twenty-Something’s
  • Hourly Consulting
  • Financial Checkups & Second Opinions
  • Philanthropic & Legacy Planning
  • Trusts & Will Planning
  • Succession Planning
  • 529 Plans

Cash Management Planning

  • Debt Management
  • Cash Reserves

Custodians

  • Schwab / TD AmeriTrade
  • Fidelity
  • LPL
  • Client Driven Technology

Insurance

  • Life Insurance
  • Risk Management
  • Disability Income Insurance
  • Long-Term Care Insurance