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
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For some, the social impact of investing is just as important as the return, perhaps more important.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Tax preparation may be the perfect time to give the household budget a check-up.
When you’re married and have children, insurance needs will be different.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.