Broker Check
Our Strategies Our Support Our Focus Our Perspectives

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




Helpful Content

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow