Your Wealth Complemented By Insightful Guidance
For High-Earning Professionals, Executives & Investors
Transition from uncertainty to a more clear financial roadmap. We provide private wealth management with the high-touch service of a boutique partner to help you work toward your most meaningful goals.
Established Private Wealth Management Advisors
Stratos Private Wealth is a premier, authoritative guide in the wealth management space. Our specialized expertise delivers a level of dedicated service that addresses the complexity and needs of your financial standing.
$1.5B
ASSETS UNDER MANAGEMENT
100%
fiduciary standard
375+
clients under management
$0
cost for initial ambassador call
*AUM, Office Locations and Clients accurate as of February 21, 2024
Services
Personalized Investment and Wealth Management
True financial guidance requires more than just a portfolio strategy; it requires a deep understanding of your unique trajectory. Our breadth of services is designed to address every stage of your financial roadmap, providing specialized support for challenges you may face today, and in the future.
Investment Management
Professional strategies from an investment advisor to help manage risk and pursue desirable returns.
Investment Management Retirement Planning & Income StrategiesStress-test your plan with a retirement advisor to help ensure your financial security.
Retirement Planning Equity Compensation Planning Specialized models for diversifying concentrated stock, RSUs, and ISOs tax-efficiently. Equity Planning Tax & Estate Planning Coordinating with your legal and tax professionals for a seamless experience that puts you first. Tax & Estate Planning
OUR PROCESS
An Established Three-Meeting Roadmap for Financial Clarity
We believe in building a relationship based on trust before you ever become a client. Our proprietary, collaborative process is designed to help prove our value upfront and provide a tangible roadmap for your future.
1. Discovery
A deep-listening exercise to understand your unique values and intentions.
2 . Analysis
We pull back the curtain using data-driven tools to analyze your current trajectory.
3. The Roadmap
We present a personalized plan to help you work toward your financial future.
WHO WE SERVE
Decades of Guidance for All Financial Paths
General advice rarely meets the needs of high-achieving professionals and families. We provide tailored private wealth management that speaks directly to your career stage and the specific financial complexities inherent in your industry.
High-Earning Engineers
Analytical, data-driven strategies built for the sophisticated tech professional who values detail and transparency.
Business Owners & Entrepreneurs
Serving as your personal CFO to coordinate your business exit strategies with your personal wealth goals.
Corporate Executives
Guidance from a high net worth financial advisor specializing in complex compensation packages and deferred plans.
Private Alternative Investors
Refined due diligence and access to non-traditional assets like private equity, credit, and real estate.
LOCATIONS
Local Insights from Nationwide Financial Advisors
Wealth management is a personal journey that often benefits from a face-to-face relationship. Whether you are planning for the future or navigating a current transition, you can find a local retirement financial advisor who understands your community and your goals
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SAN DIEGO, CALIFORNIA
San Diego private wealth management for local executives, Qualcomm professionals, and sophisticated families
MARLTON, NEW JERSEY
Expert wealth strategies and local support for successful entrepreneurs, business owners, and high-net-worth households
WESTCHESTER, NEW YORK
Custom wealth management and strategic oversight for Manhattan-area investors, professionals, and families.
Your Empowering Partner and Wealth Advisor
Wealth management is a personal journey that often benefits from a face-to-face relationship. Whether you are planning for the future or navigating a current transition, you can find a local retirement financial advisor who understands your community and your goals
Client Perspectives
We take pride in the lasting relationships we build with discerning investors and families alike.
"Fidelity made the introduction, but Stratos Private Wealth earned our trust. Their expertise in alternative investments provided the sophisticated access we were looking for".
"They helped me transition into retirement after years at Qualcomm, diversifying my portfolio while respecting the wealth I had built at the company".
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