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Stratos Wealth Partners
Stratos Wealth Partners provides advisors and their clients with a diverse wealth management experience—one that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge-level service. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks.
Stratos provides advisors with the infrastructure, resources, and support necessary to allow financial advisors to focus on their core competency—advising their clients. This, in turn, allows their clients to focus more time and energy on their own passions in life.
Today, Stratos has a national network of experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial, member FINRA/SIPC.
Stratos provides advisors with the infrastructure, resources, and support necessary to allow financial advisors to focus on their core competency—advising their clients. This, in turn, allows their clients to focus more time and energy on their own passions in life.
Today, Stratos has a national network of experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial, member FINRA/SIPC.
Purpose
OUR CORE VALUES
At Stratos Wealth Partners, we have 5 Core Values: People First; Empower Entrepreneurs; Positive Can-do Attitude, Embrace Collaboration; Do the Right Thing.
PEOPLE FIRST
Putting People First is at the core of everything we do. Our singular focus is to meet the needs of our advisors and clients on a daily basis. We have a saying here at Stratos - "Our advisors and Partners don't work for us, we work for them."
EMPOWER ENTREPRENUERS
The entrepreneurial spirit is in our DNA. It's why we exist. And to this day, we continue to provide advisors with the resources and tools to help them become better entrepreneurs and leaders.
POSITIVE CAN-DO ATTITUDE
We believe that facing challenges brings out our best -- our best thinking, our best problem-solving skills, our best teamwork. We are not intimidated by a challenge; we are inspired by it.
EMBRACE COLLABORATION
Two heads are better than one. Ten are better than two. We believe that when we work as a team, we can achieve our loftiest goals.
DO THE RIGHT THING
Be honest. Be fair. Be forthright. In our view, there’s no other way to conduct business.
At Stratos Wealth Partners, we have 5 Core Values: People First; Empower Entrepreneurs; Positive Can-do Attitude, Embrace Collaboration; Do the Right Thing.
PEOPLE FIRST
Putting People First is at the core of everything we do. Our singular focus is to meet the needs of our advisors and clients on a daily basis. We have a saying here at Stratos - "Our advisors and Partners don't work for us, we work for them."
EMPOWER ENTREPRENUERS
The entrepreneurial spirit is in our DNA. It's why we exist. And to this day, we continue to provide advisors with the resources and tools to help them become better entrepreneurs and leaders.
POSITIVE CAN-DO ATTITUDE
We believe that facing challenges brings out our best -- our best thinking, our best problem-solving skills, our best teamwork. We are not intimidated by a challenge; we are inspired by it.
EMBRACE COLLABORATION
Two heads are better than one. Ten are better than two. We believe that when we work as a team, we can achieve our loftiest goals.
DO THE RIGHT THING
Be honest. Be fair. Be forthright. In our view, there’s no other way to conduct business.
Vision
Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first.
WHY STRATOS?
We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our organizational depth of knowledge, research, talent, and expertise to serve a broader spectrum of client needs. Through innovative thinking, insightful guidance and practical advice your advisor has access to vast resources in developing the custom strategies you seek and the unparalleled service you require.
WHY STRATOS?
We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our organizational depth of knowledge, research, talent, and expertise to serve a broader spectrum of client needs. Through innovative thinking, insightful guidance and practical advice your advisor has access to vast resources in developing the custom strategies you seek and the unparalleled service you require.
Headquarters
Beachwood, OH
Employees
80 US Employees
Industry
Financial Advisors