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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
At what point can you call a personal vehicle commercial?
Here are five facts about Social Security that are important to keep in mind.
It's important to make sure your retirement strategy anticipates health-care expenses.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
When should you take your Social Security benefit?