Our goal is simple- empower you to live a life with minimal financial homework. We work on your behalf to make thoughtful and strategic decisions that work with your lifestyle.
What you can expect from us,
should you choose to embark on your financial journey with Stratos Private Wealth, we want you to take our service on a test drive. Three meetings to help define your life goals, gain a better understanding of where you're at now and a plan for going forward. Confidential, trusted and complimentary.
Ambassador CallNo strings attached. We'll simply have a quick call to learn more about you, your priorities, assess if we can add value to your financial picture and to gauge potential fit.
Introductory Meeting
We'll spend 90-minutes together going through our honest conversation, a behavioral finance exercise to determine what's most important to you and gather data to build your financial plan.
Custom Plan DesignWith a clear understanding of your aspirations, priorities and goals, our guides will curate a plan. After, we'll take 60-minutes to walk you through your roadmap and gather feedback to make any adjustments
RecommendationsOur advisors will meet with you a final time to share actionable recommendations for your portfolio based off priority and tailor-made to your unique circumstances.
Move Forward with Confidence
Thinking about your finances can be daunting, which is why as a client you will never work through your finances alone. We're here to equip you with the tools needed to make the most of your time, money and talents. The end result? A long-term partnership with your own personal concierge team to support you.
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