Stratos Wealth Partners - Prescott
When it comes time to make major decisions that affect your finances, it is invaluable to have an experienced advisor in your corner. Stratos Wealth Partners provides the advice you need. Our team, with decades of experience, focuses on building long-term relationships with our clients to find solutions for their needs, as well as collaborating with other professionals to plan for your future.
What sets us apart is a dedication to our clients’ well-being. Ours is a culture that traces back to the Prescott offices of A.G. Edwards & Sons in the late 1990s when our team came together. Since then, we have offered investors unbiased advice and the broadest range of investment and planning options available, continuing today with our partnership at Stratos and LPL Financial.
Located in the old Santa Fe Depot train station in Prescott, Arizona, the heart of the financial district going back a century, you’ll find experienced advisors that can help you get your future on track.
Call us today for a no-cost, no-obligation second look at your portfolio – 928 460 5507.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
To choose a plan, it’s important to ask yourself four key questions.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.