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Stratos Wealth Partners

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Stratos Wealth Partners
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3750 Park East Drive, Suite 200

Beachwood, OH 44122

  • Phone: 440-505-5674
  • Secondary: 440-505-5600

Description:
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...

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 provides access to a wide range of financial products and strategies available in the marketplace today. Stratos provides 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.

Hours of Operation

08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm
08:00 am 05:00 pm

Services

Financial & Retirement Planning, Family Wealth & Wealth Transfer Planning, Investment Management & Wealth Planning

Service Areas

Beachwood, OH;

Stratos Wealth Partners

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