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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Read this overview to learn how financial advisors are compensated.
Here are 4 great, and sometimes unexpected, places to raise a family.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.