Stratos Wealth Partners
Irvine, CA Office
2 Park Plaza
Irvine, CA 92614
An educated investor is our best client.
Most people leave their financial advisor confused about what’s happening with their money.
Our advisors are just as good at explaining investments as they are at making them.
Our clients fully understand what’s
happening with their money at every stage
of their financial journey.
Our Philosophy Is Simple
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Meet the team
"An educated investor is our best client. Most people leave their financial advisor confused about what’s happening with their money. Our advisors are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey." - MT
Stratos is proud of our advisors who’ve received recognition from industry publications.
We believe they are setting the standard for exemplary client service.
Forbes “Best-In-State Wealth Advisor” 2019
Forbes “Best-In-State Wealth Advisor” 2018
Forbes “America’s Top Next-Generation Wealth Advisors” 2018
Forbes “America’s Top Next-Generation Wealth Advisors” 2017
Financial planning can be overwhelming. Every individual and family has unique needs and deserves personalized services to pursue those needs. At Stratos CA, we customize our plans for you, always putting you first. Our experience and expertise allow us to offer you assistance in the following areas:
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
** Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.
*** Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation. The team at Stratos CA has partnered with Stratos Wealth Partners to provide a platform for objective fiduciary advice. By partnering with Stratos Wealth Partners we are able to clear advisory assets through major broker dealers such as LPL Financial, Charles Schwab, Fidelity, and TD Ameritrade. This allows our team to customize advice and service to every client that we meet with and design a plan that is truly tailored to their situation.
Who We Help
At Stratos Wealth Partners, we serve a diverse range of clients, from those who are just starting out on their accumulation journey to those who are preparing for retirement. Even though our clients range in age, industry, and lifestyle, they share a common desire: they want help managing their wealth so they can instead focus on enjoying their lives. Our clients aren’t just looking for an advisor to provide investment advice; they’re looking for a professional they can trust and with whom they can build a long-lasting relationship.
Corporate Benefit Plans
In addition to our normal services that we provide we also have dedicated team members that specialize in helping employees from each of the following corporations.