Products & Services

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.

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.