Broker Check

Our Services

Individual Wealth Management

Individual Wealth Management

Our Team is dedicated to sharing Principles of Asset Allocation and Wealth Management to aim to create and maintain your family's income throughout Retirement.


- Personal Investments

- Risk Management (Life and other Insurances)

- Long Term Care Planning

- Coordination of Estate Planning

Click for an Introduction
Business Owner Financial Planning

Business Owner Financial Planning

The Financial Landscape for the Business Owner is always in flux.  In order to stay on top of your Business Plan and ahead of the competition, a solid Financial Plan can help you manage your time more efficiently.  Our specialized services include...


- 401k Co-Fiduciary Management

- Defined Benefit Pension Planning

- Cash Balance and other Profit Sharing Plan Designs to work toward maximizing Tax Deductibility

Contact for a free Analysis
Legacy Planning

Legacy Planning

We enjoy building trusted relationships that span generations through...


- College Planning

- Coordination with your Legal Team to aim to protect and pass your Legacy

Let's get started
Tactical Income Portfolio

Tactical Income Portfolio

Given currently low interest rates, it can be difficult to create a significant income return from CDs, Fixed Annuities, and other conservative products. 

For that reason, we have partnered with BlackRock to create a customized Liquid Client Portfolio that is designed to hopefully outperform cash, yet remain more accessible than your 401k, IRA, and other Retirement Assets.  Please contact a member of our Team for more details. 

BlackRock, Stratos Wealth Partners and LPL Financial are separate and unaffiliated entities.

Contact Us
Donor Advised Funds

Donor Advised Funds

If one of your goals is to lower your tax bill for the current year, one strategy that may be implemented is the use of a Donor Advised Fund. 

Our team has access to multiple platforms that will help build your Portfolio and aim to ultimately lower your tax bill.  Please contact a member of our Team for more details. 

Learn more


One strategy to retain control of your assets at your passing is to implement a Trust.  If you work with any law firm to create a Trust, we have access to multiple Corporate Co-Trustees that may help manage your funds.  Please contact a member of our Team for more details. 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Click for More Information

Have a Question

Thank you! Oops!