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.
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working. Through LPL Financial, Stratos Wealth Partners is also able to offer your small business a broad range of retirement strategies to address your needs.
You work hard to accumulate assets over a lifetime. At Stratos Wealth Partners, we offer a variety of investment products--mutual funds, stocks, bonds, annuities, ETFs, and more--to help you reach your financial goals. Asset management service is all about helping you manage your financial assets using a prudent and conscientious approach.
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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.
We manage assets for individuals and families, providing investment management and financial planning services.
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule, the one that suggests that retirees will need between 70 and 80% of their pre-retirement income in order to maintain their standard of living.
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short memories, but a stock market rally s is not likely to make people forget the carnage left behind in their 401(k) s and stock portfolios after one of the worst market declines in our history.
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and careful risk management are all important and commonly recognized as elements of a high quality plan. Going a step further and incorporating a well thought out estate plan can turn a good plan into a great plan.