top of page

CHARITABLE GIVING

Our knowledgeable advisors can help clients regarding charitable giving and can help clients provide the greatest impact to the charity or other organizations they are passionate about, address the effect of potential taxes and address certain investment portfolio considerations such as concentrated or appreciated assets.

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors
Olympia Wealth & Life Management Logo White.png

Beachwood Office

3750 Park East Drive, Suite 200

Beachwood, Ohio 44122-4348

 

(440) 505-5746 Direct – Beachwood

(440) 505-5747 Fax

(216) 835-9524 Mobile

​

​

FORM CRS

​

LPL Financial Form CRS

​

Check the background of your financial professional on FINRA's BrokerCheck.

​

The financial consultants at Stratos CA are registered representatives with, and securities offered through, LPL Financial, Member FINRA & SIPC.

​

Privacy Policy

Accessibility Statement

​

Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor DBA Olympia Wealth & Life Management.

Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com]. 

​​

bottom of page