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
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The federal government requires deceased individuals to file a final income tax return.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Knowing the rules may help you decide when to start benefits.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Taking your Social Security benefits at the right time may help maximize your benefit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.
All about how missing the best market days (or the worst!) might affect your portfolio.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.