Stratos Private Wealth

Personalized Financial Guidance

Stratos Private Wealth provides an exclusive combination of financial planning, life coaching, and investment management. We are a team of dedicated professionals who believe that wealth planning shouldn't be made of copy and paste solutions but rather created with the same unique care that you would provide to yourself.

You deserve to enjoy your financial journey - not spend it worrying about the decisions along the way. As your experienced financial guide, we'll help you make the most of your money so you can shift your focus to the things you love most.

You Don't Have To Be An Expert in Everything

You wear many hats, but financial advisor doesn’t have to be one of them. We handle your investments, manage your financial plan, help with taxes, and even help you work through business questions so you don’t have to struggle with

Finding Time: Today’s time demands often take priority over planning for tomorrow.
Navigating Everchanging Landscape: intricate markets, regulations, taxes, and complex planning techniques hinders ongoing financial confidence.
Unclear Financial Objectives: lack of clarity on your wealth management goals and bigger picture aspirations.
Lack of Coordination: Aligning your investment portfolio with your financial plan, tax strategy and estate plan.
Getting in Your Own Way: Pressure to get it perfect rather than taking simple, progressive steps and pivot as you go.

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We Do It Differently By,

TOUCH

Aligning Our Interests With Yours

Competitive, flat fee structure in which we do better financially when we can protect and grow your portfolio. Our fiduciary duty to always put your interests first means you’ll never see proprietary products in your investment portfolio.

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Prioritizing a deep relationship, starting from beginning

Our unique three meeting introductory process helps us clearly understand your values, motivations, and intentions so we can tailor our advice to you. When we work together have a dedicate advisor team that gets to know you.

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Utilizing cutting edge investment management

Your investments are tailored to your specific needs and monitored daily. Your portfolio is adjusted when needed, using objective time-tested investment rules with a focus on tax efficiency and unique alternative investments not available to retail investors.

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Bringing it all together

We offer real help with tax planning, estate planning, employee benefits, Social Security, healthcare, and education. You’ll work with true personal financial professionals, not salespeople.

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Working hard and smart

You’ll be impressed with our efficient, professional, and personalized service. When you’re working together with us, you’ll actually make financial progress and see things get done. You’ll save time, energy, and stay organized so you’re free to live your best life!

Your Wealth

Personalized Financial Guidance

You Don't Have To Be An Expert in Everything

Curious what that knowledge adds up to?

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