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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.

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Strategic Partnerships

Stratos Wealth Advisory Group offers access to four custodial options that provide an array of products and services that best serve our clients.

Helpful Content

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator can help you estimate how much you may need to save for retirement.

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Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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It May Be Time for a Financial Checkup

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