Stratos Wealth Partners has a national network of distinguished, experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial.
We know that managing your wealth and planning for important goals like retirement, estate planning, or the sale of a business can be complex and time consuming. Sound decisions require extensive research, expertise, and coordination across multiple financial disciplines. Effective outcomes require a partner you can trust to bring you the right experience and resources as you pursue your individual goals. At Stratos Wealth Partners, we define our success by assisting you in achieving your goals as we afford you an opportunity to experience wealth planning on an entirely new level.
Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first.
Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Stratos provides access to a wide range of financial products and strategies available in the marketplace today without many of the restrictions and conflicts of interests commonly found in most large brokerage firms and investment banks.
As an independent investment advisory firm, we have no obligations to investment product manufacturers, nor do we have any cross-sell quotas or home-office directives. We spend our time developing customized strategies for the unique challenges you face.