OUR STORY

Stratos Wealth Advisors was created in 2016 to meet the growing demands of clients looking for Fee-based Only financial advisors.

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.

Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. 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' advisors provide the infrastructure, resources and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.

Today, Stratos has a national network of distinguished, experienced financial advisors and financial planning practitioners spread throughout the country.

 

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Stratos Wealth Advisors is currently relying on an SEC extension in filing and delivering the Form ADV

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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.

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