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
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What can be learned from the savings rate?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.