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.
You’ve made investments your whole life. Work with us to help make the most of them.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
How to help determine life insurance needs to provide for your family after you pass away.
A four-step framework for building a personal legacy.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
$1 million in a diversified portfolio could help finance part of your retirement.