MANAGED ASSET PLANS


For professional fee-based portfolio management through Stratos Wealth Partners.  Let us map a plan for your future.


To keep you informed of how your investments are performing, and to make adjustments as needed. 

To reduce your tax liability and let more of your money work for you.

TAX -ADVANTAGED INVESTING

Long-term planning to ensure you're ready when your children are.

Investment portfolio analysis

College planning

ANNUAL PORTFOLIO REVIEW


To review your current holdings and help you make any necessary changes or adjustments.



RETIREMENT PLANNING


To design an investment strategy to help you pursue all of your retirement goals.