Partner and Wealth Advisor
01. About Us
As independent advisors/fiduciaries at Stratos Wealth Partners, we can offer you objective advice and guidance to build and augment suitable investments. We support a diverse and varied clientele, from business owners, professionals and executives, to retirees and individual investors. This diversity allows us to continually enhance our skills and depth of knowledge to meet a vast array of needs.
02. Our Philosophy
At Stratos Utah, we believe in aligning our interests with yours, delivering advice in an objective manner according to your needs so you can pursue financial success with confidence and on your terms. As an independent investment advisory firm, we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives. Instead, we spend our time developing customized solutions for the unique challenges you face.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now and that plans for the future.
Guided Wealth Portfolios
Grow your future with our expertise and the convenience of online investment management.
Simply answer a few questions to receive a proposal, customized for you. We'll gIve you recommendations for your account and a calculation of your potential dollars at retirement.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
What's Your Risk Score
We invite you to take a 5-10 minute risk assessment that will enable us to better understand the amount of risk you are willing to take with your portfolios. Our objective is to pair your expectations with an investment allocation that's comfortable.
Our Team
Financial Advisor
Financial Advisor
Administrative Assistant
We manage assets for individuals and families, providing investment management and financial planning services.
Blogs
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends. But, they can also be a substantial part of a personal budget, especially since it (hopefully) is a long-term commitment...
From retirement savings to living abroad, here are some of our commonly asked questions.
A clear understanding of what wealth looks like to you may help you build a financial strategy.
