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Tax Management

We simplify taxes by reducing and optimizing with your CPA, manage your portfolio for tax efficiency, aiming to minimize tax implications and maximize returns.

Services Include:

  • Partner with your CPA or tax professional on tax saving strategies
  • Annual and lifetime tax data projections based on your financial plan
  • Advice on charitable giving
  • Family gifting strategies
  • Strategic Roth conversions and Roth recommendations
  • Prioritizing long-term tax efficiency over short-term tax savings
  • Estate and gift tax mitigation
  • Ongoing tax legislation and tax sunset awareness
  • In-depth integration of tax planning and investments
  • Planning around Medicare Part B and D premium surcharges

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 Call
No 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 Design
With 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
Our 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. 

Take the next step

Schedule time to speak to a SPW advisor and find out how we can tailor your finances to you
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