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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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Helpful Content

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Estate Management 101

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When Does Your Personal Car Become a Commercial Vehicle?

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Women and Financial Strategies

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Retirement Income and the Traditional Portfolio

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Three Key Questions to Answer Before Taking Social Security

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Revising Estate Strategy Assumptions

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

A Look at Systematic Withdrawals

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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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Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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

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

Investment Strategies for Retirement

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

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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What if instead of buying that vacation home, you invested the money?

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That big list of dreams and goals isn't the only way to look at your bucket list.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

Saving for College 101

Here’s a crash course on saving for college.

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