Value Added

Value Added
Modern Individualized Planning

Stratos Wealth Partners is a Registered Investment Adviser (RIA) and our advisors believe that we should create added value through attention to detail, which is why we invest in top-of-the-line products and work with the most reputable companies to ensure we are giving you accurate, quality information to help you on your financial journey. We conduct regular assessments of your investments to ensure you are invested in quality products, and rebalance your portfolios as needed. We also utilize top financial analysts and news such as Morningstar, JP Morgan, CFRA, and others, to get the most up-to-date information on the markets and money management. 

Throughout your time as our client you will have access to many value added services that we offer to make your financial affairs run more smoothly. For your convenience, we offer

• Financial Planning
• Notary Services
• Social Security planning options
• Required Minimum Distribution Calls
• Online Scheduling with an Advisor
• Phone Meetings on-demand during business hours
• Special Client Events
• Family Financial Strategy Planning Meetings
• Investment Counseling for
  • Death
  • Divorce
  • Retirement
  • Life Changes