Our Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

After getting to know you and learning your goals, expectations, and concerns, our team will collaborate to develop a plan to fit your needs.  We understand that not everybody has the same need or risk, which is why we individualize every plan. We will focus on creating a plan that is diverse for both short term and long term risk.  A tax efficient approach may need to be considered at this time as well.

When you have a thorough understanding of the recommended individualized plans we come together to determine the best investment strategy to pursue your goals. If we feel you would benefit from an additional relationship with an estate attorney or tax consultant, we will make introductions at this time.*

*Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services.  Please consult your legal and/or tax advisor regarding your specific situation. 

Once your personalized plan has been implemented we will actively manage your accounts to ensure your goals are continuously being addressed.  As life changes, we know that your goals change as well.  Through periodic reviews we will rediscover your needs and implement new plans where we see fit.