I joined Stratos Wealth Partners because I truly wanted to be able to put my clients’ needs first. As a CERTIFIED FINANCIAL PLANNER™ professional, I am a fiduciary-bound advisor who must act in my clients’ best interest at all times—but I found this increasingly difficult to do in other broker-dealer financial firms where the focus is often on sales. As a partner and portfolio advisor at Stratos, I’m able to do what I do best: Help clients like you decide how you really want to live and work with you to help make that a reality.
Who We Are
Founded by Jeff Concepcion in November 2008, in the midst of the housing crash, Stratos Wealth Partners is a group of financial advisors who strive to provide comprehensive financial and investment advice. We are an independent advisory firm and we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives. All of this helps us remove potential conflicts of interest.
What We Do
Our main role is in investment management, but we also have connections and resources in other areas, such as taxes, Medicare supplements, and estate planning. We work as a cohesive team to provide comprehensive advice no matter what your needs are.
Though most people can’t live off the dividends and interest from their investments alone, we work to develop strategies to potentially make your money last longer. Investments are a crucial component of retirement planning, and understanding when and how to withdraw from various investment sources is important in potentially extending the life of your funds. With proper asset allocation and investment selection, we can help you build a plan that both grows your money and preserves it along the way.
How We Work
We have a five-step plan to discover, analyze, plan, execute, and monitor all of the most important aspects of your finances. We’ll walk you through this process and suggest solutions that are properly aligned with your goals, dreams, and aspirations. We also continually monitor your plan for ongoing changes to the economy, tax laws, and legislative updates, ensuring your plan is never outdated.
Whether you’re nearing retirement or already retired, our five-step process can help crystallize your financial vision and aid in making it a reality.
Who We Serve
Our typical clients are pre-retirees and retirees with a focus on investment planning. They are usually delegators who rely on us to make investment decisions for them and trust that we’ll work in their best interests. Our clients value the clarity and confidence that a financial plan can provide and want help building a strategy tailored to their specific needs.
Why Clients Choose Us
We at Stratos Wealth Partners act as trusted advisors and fiduciaries to our clients, so they know we have their best interests at heart. We strive to provide honest and accurate advice without confusion, concern, or conflicts of interest. Our specialty is helping our clients visualize the next phase of their lives and plan for their retirements with confidence.
If you choose to partner with us, we will work to design a personalized and effective investment portfolio for your particular situation so you can leave the finances to us and get back to what matters most to you.
The Next Step
Are you ready to see how Stratos Wealth Partners can help you pursue your retirement dreams? We would love to help you create a plan that pursues the best outcome for any situation. Schedule a complimentary introductory call by reaching out to us at 330-576-3912 or firstname.lastname@example.org.
Liam Guiney is partner, financial advisor, and client portfolio manager at Stratos Wealth Partners, an independent investment advisory firm providing personalized financial plans to help clients pursue their goals. With over 20 years of experience, Liam is dedicated to walking his clients through their financial opportunities and challenges, simplifying the complex so they can focus on what’s most important to them. Liam is known for building long-lasting relationships and focusing on individual needs to develop strategies that will help his clients prepare for their ideal retirements.
Liam graduated from the University of North Carolina Greensboro with a bachelor’s degree and earned a Master of Science at Wake Forest University. He is also a CERTIFIED FINANCIAL PLANNER™ professional. When he’s not working, Liam spends his free time with his wife, Alice, and their son, Nicholas. You can often find him exercising, golfing, or supporting his favorite community organizations through fundraising and volunteering, such as Catholic Charities, the Make-A-Wish Foundation, and cancer research organizations. To learn more about Liam, connect with him on LinkedIn.
This material was prepared for Liam Guiney’s use. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.