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
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
However exciting retiring abroad may sound, it deserves considerable planning.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.