While we serve clients from all backgrounds with different interests, and a variety of goals, our toolkit is designed for clients with investable assets in excess of $500,000. Our clients are often late career professionals, executives, and business owners.
This doesn't sound like you? Don't worry, we believe in financial wholeness for everyone and we'll do our best to answer questions and point you in the direction of a vetted professional well-suited for your needs.
Yes! We're a tax-minded firm, while we don't file on a clients behalf or help you with your shoebox of receipts (yet!), we do take pride in looking ahead to limit your future tax liability.
While you should still consult with your legal and tax professionals regarding your unique situation, Stratos Private Wealth is an extension of your trusted financial and life concierge team. From collaborating with your CPA, evaluating your returns to uncover tax reduction strategies, and utilizing modern tax solutions software like Holistiplan, we make it simple for your taxes and financial plan to intertwine.
Our clients are not often novices in finance- they have chartered their own success and require an advisor who is just as protective over their nest egg as they are. Often pre-retirees with equity compensation, business owners and high-earning executives seek Stratos Private Wealth for service. Our clients value unmatched experience, meticulous detail, empathy, and data backed advice to guide them on their journey.
At it's essence: skill, professionalism, and convenience. Our client's value our commitment to excellence, knowledge, grit, objectivity, rules-based investment philosophy, sophisticated planning software, and responsiveness. A personal relationship with their financial guide and the ability to delegate details without worry.
Our clients are successful and intelligent but often don't have the time nor inclination to proactively manage the many complexities in their financial lives. Understanding the time constraints and sometimes overwhelming demands of balancing the intersection of life and finance, we handle the details with sophisticated strategies while addressing blind spots before they become problems.
Have a specific question?
Reach out to our team to get you headed in the right direction of your financial journey