Advisors Committed to Excellence

35+ Years of Building Community Wealth

Our Firm

Proudly Located In Ogden, Utah

Finances are a large part of achieving your goals across each stage of your life. As advisors and fiduciaries at Stratos Wealth Partners and LPL Financial, we work with you to understand your unique wants and needs to build a plan that can grow and change with you as your situation evolves.

Financial planning is an ongoing process of preparing for and reacting to critical financial events as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property, or proactively planning for a legacy. Our resources and expertise help to prepare our clients for such events, so that they can pursue their financial and lifestyle goals.

Based in Ogden, Utah, we proudly serve clients across the United States. Looking for a good fit to help you build and sustain generational wealth? Get in touch to schedule a no-obligation consultation with our advisors.

Our Services

Each Ray For The 7 Ways We Serve Our Clients

The Around the Sun Model

Like the warmth of the sun’s rays, we’ll be there for you day in and out.

It’s important to give our clients a clear and guided process through each stage of their financial life. While you may not need all seven individual services right now, over time, our firm will be able to provide you with options as you grow

WEALTH ADVISING - For Accumulation. Allocation. Distribution.
We understand that finances are a large part of achieving your goals across each stage of your life. Our advisors work with you to understand your unique wants and needs to build a plan that can grow and change with you as your situation evolves. We’ll help you along the way to accumulate wealth, allocate it according to your risk tolerance, and create a funds distribution plan to give you the funds you need.

Services We Offer:
- Wealth accumulation strategies*
- Distribution strategies
- Income generating strategies
- Asset allocation strategies
- Retirement accounts
- UGMA/UTMA (Minor) accounts
*We do not have any proprietary products or strategies, and can offer thousands of investment options.
Risk Assessment - For Choice. Control. Protection.
Everyone has a different comfort level with how they invest their money, which means that model portfolios don’t work for everyone. Using our Riskalyze tool, we calculate your risk and give it a number from 0 to 99, and then use our database to create a unique-to-you portfolio of assets to invest in. You’ll have full control over how you invest your funds, and we will periodically reassess your risk tolerance levels and adjust your portfolio accordingly.

We also offer insurance products, and we can help you find a fit to help protect you and your family at every stage of life.
- Annuities
- Term insurance
- Life insurance
- Riders with insurance policies
  - Long term care insurance
Free Portfolio Risk Analysis→
Tax Efficiency - For Actionable, Efficient Strategies
Taxes are a dreaded topic for just about everyone, and at Stratos, we want to make that process easier for you. * As we build financial plans for you, we can take into consideration your tax bracket, invest you into tax-efficient assets, consider tax deferred or tax-free accounts for growth, and help you maneuver through how to make charitable donations and gifts with your money. If you need further assistance, we can help by referring you to a quality tax professional.

Our Tax Efficient Strategies
- Tax Efficient Investment Options
  - Municipal Bonds
  - ETFs
  - Annuities
  - Tax-deferred investments
- Tax Loss Harvesting
- Tax Deferred Accounts
  - IRA
  - SIMPLE IRA
  - Solo 401(k)
- Tax-Free Roth IRA
- Gift Tax Advisement
- Charitable donation from retirement account
- Retirement distribution strategies for tax bracket
*Stratos Wealth Partners associates are not tax professionals. Please consult a tax professional for specific tax-related advice.
Estate Planning Strategies - For Personal, Empathetic Guidance
Death is a tough topic for families and individuals, and it can be difficult to navigate the process of planning for your passing or the death of a loved one. At Stratos, we will help you leverage a network of expert professionals who can help you through the procedures for inheriting investment assets and managing estate and trust affairs.*

Our in-house estate affairs professional can help you with
- Death claims
- Understanding death benefits
- Transfer of wealth
- Inheritance procedures
  - Account setup
  - Ownership changes
*Stratos Wealth Partners associates are not legal professionals. Please consult your legal advisor regarding your specific situation.
Financial Literacy - For Insightful Tips On Demand
At Stratos, we want to empower you to not just have a good plan, but to know how that plan functions the basics of investing. Our team of advisors provide a number of free resources on our website and social media pages. If you are a client, we have an Ask Me Anything policy for you, your family, and your friends. If you need more help getting your financial foundation in place, we can refer you to a financial health professional to get you ready to invest.

Here are the types of materials we offer:
- Educational Webinars
- Facebook Live Events
- Blog Articles
- Newsletters
- Market Updates
- Quick Tips
- Educational Videos
- 3rd Party Expert Information
- Up-to-Date information from top financial institutions
Small Business Management - For Retirement Strategic Partner
If you own a small business, you know that with so many things to keep track of, quality management help is essential to making your business successful. Our advisors can help you pursue your business’ short-and long-term investment needs, including establishing affordable retirement benefit plans for your small business, which can help you with employee retention. Once it is set up, we can handle the day-to-day of the plan and meet with each of your employees to customize their investment portfolio.

Retirement Plans
- 401(k) Plans
- SIMPLE IRAs
- Simplified Employee Pension (SEP) Plans
- Solo 401(k)s
- Roths
Also:
- Form 5500 filing reminders
- On-site Information Seminars
- Buy/Sell Agreements
- Exit or Succession Planning
- Creative Strategies and Problem Solving
Value Added | Modern Individualized Planning
Stratos Wealth Partners is a Registered Investment Adviser (RIA) and our advisors believe that we should create added value through attention to detail, which is why we invest in top-of-the-line products and work with the most reputable companies to ensure we are giving you accurate, quality information to help you on your financial journey. We conduct regular assessments of your investments to ensure you are invested in quality products, and rebalance your portfolios as needed. We also utilize top financial analysts and news such as Morningstar, JP Morgan, CFRA, and others, to get the most up-to-date information on the markets and money management.

Throughout your time as our client you will have access to many value added services that we offer to make your financial affairs run more smoothly. For your convenience, we offer:
- Financial Planning
- Notary Services
- Social Security planning options
- Required Minimum Distribution Calls
- Online Scheduling with an Advisor Phone Meetings on-demand during business hours
- Special Client Events
Family Financial Strategy Planning Meetings
Investment Counseling for:
- Death
- Divorce
- Retirement
- Life Changes