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
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Read this overview to learn how financial advisors are compensated.
Do your insurance needs stay the same when the nest empties?
Second marriages are a trigger event to revisit any existing estate strategies.
Retirees traveling abroad need to know that their health insurance travels with them.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What does your home really cost?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.