Your Wealth Complemented By

“I have worked in the financial services industry for over 45 years and have engaged Stratos Private Wealth to help manage my financial affairs since 2005. Things most important to me when working with a financial advisor are honesty, competence, performance, access to resources and timely responses to my needs. Since I am well versed in the business, I am not an easy person to please. Pat and the team have always met or exceeded my expectations. The information they provide is always clear and accurate. They are readily available to me. They are very pro active in finding ways to be of service.

They know how to use their resources. They explore investments that fit my needs and investment philosophy. I feel confident in their planning and advice. I am happy to recommend them to others..”

“We began working with Robert in the wake of the 2008–2009 financial crisis, looking for someone we could truly trust to guide our financial future. From the start, Robert has been incredibly responsive, thoughtful, and easy to work with—taking the time to understand not just our finances, but our goals and priorities as they’ve evolved over the years. He has a way of making complex decisions feel clear and manageable. Whether we’re navigating market changes or exploring new investment ideas, his guidance is always measured, practical, and aligned with our long-term strategy. That consistency has given us real confidence and peace of mind. We also appreciate how seamlessly he connects us with other trusted professionals when needed, making what could be complicated processes feel straightforward and well coordinated.

Just as important, Robert is someone we genuinely enjoy working with approachable, honest, and always focused on what’s best for us. We feel very fortunate to have him in our corner and recommend him and his team without hesitation.”

“Stratos Private Wealth has been my trusted partner for over 20 years. They’ve helped me navigate complex financial challenges with clarity and ease, turning stressful moments into manageable ones. Knowing Tyler and the team have my back provides a level of peace and security that words can’t quite capture. They are the reason I can look forward to retirement with total confidence. If you ever need any recommendations, please do not hesitate to reach out.

I truly feel Tyler and the Stratos team are INVALUABLE to me! I have told my girls when that time comes when they need support and investment guidance, that they MUST go with Tyler and Stratos. Truly part of my extended family.”

“My family has been with SPW since it's inception. Colin has been my advisor going on 7 years Throughout that time he has been nothing less than exceptional in his advisory capacity, consistently out performing the market year after year. As life twists and turns, Colin ensures the caretaking of my financial planning remains in alignment with my needs. He listens well and explains the complex economics of current events in a way that is easily digestible. I always know where the account stands, how it's grounded, and why we take certain actions. Colin enables mutual decision making under the guidance of his deep understanding of the market.

Always responsive, always a joy to speak with, always reassuring, I have no fear or anxiety around meetings and quarterly updates, no matter the market condition. I highly recommend him to anyone looking for an astute, trustworthy, and personable advisor.”