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Welcome to Stratos Wealth Partners

Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership.

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The Stratos Story

Stratos provides advisors and their clients with a distinctly different wealth...

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Wealthvision

With our WealthVision™ technology, managing your financial life just got easier.

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Account View can give you access to all your investment planning information.

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Joining an established firm allows you to enjoy true independence while benefiting from logistical support, lower startup costs, reduced overhead and other economies of scale. Benefit from the knowledge of those have already made their successful move.

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This guide will provide you with insight on the advantages of establishing an independent practice along with valuable information to help you determine the right practice affiliation, focus, and fee model for your business.

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Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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