Stratos Wealth Advisory Group is an independent financial services firm built on the premise that our clients are our most valuable asset.Learn More
Our firm provides an all-encompassing wealth planning experience tailored to you. It is our responsibility to understand your goals.Learn More
Our menu of wealth planning services is comprehensive, competitive, and unique in execution. We help clients with a variety of financial concerns.Learn More
Financial Advisors in Westchester County, NY
Elevating Your Financial Strategy
Strat-os (noun) - The highest levels of a profession or other sphere.
As financial advisors located in Westchester County, NY, we specialize in financial planning and investment management.
Stratos Wealth Advisory Group was founded with the vision of serving clients who seek meaningful financial objectivity, open architecture, and a wealth of resources to meet any financial challenge that exists in today’s marketplace.
There is no “right” answer to the financial challenges of today, but there is an opportunity to reach beyond the obvious and elevate your perspective. Our clients and their families challenge us to raise the bar as we help them embark on a sustainable course toward their financial independence.
We strive to define our commitment to clients and the community through our actions, and we welcome the opportunity to elevate your financial strategies.Contact Us
Stratos Wealth Advisory Group offers access to four custodial options that provide an array of products and services that best serve our clients.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
However exciting retiring abroad may sound, it deserves considerable planning.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?