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.Become a Client
The Stratos Story
Stratos provides advisors and their clients with a distinctly different wealth...Click for Video
With our WealthVision™ technology, managing your financial life just got easier.Click for Video
Account View can give you access to all your investment planning information.Go to Account View
Join Stratos Wealth Partners
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.Join Now
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding the economy's cycles can help put current business conditions in better perspective.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When considering life insurance, it's important to understand your options.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are things about Social Security that might surprise you.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: right now.