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HIGH NET WORTH PLANNING

The needs of high and ultra-high net worth families are often multi-faceted and complex. With thoughtful attention to detail and a commitment to delivering superior service, Olympia Wealth and Life Management offers intelligent investment strategies that create value by helping to simplify clients’ financial lives and providing them the freedom and flexibility to pursue other life interests.

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

As fiduciaries for our advisory clients, we are required to always act in the best interest of their advisory clients, and they endeavor to become a family’s wealth steward. Through a forward-thinking approach, they offer scalable solutions that may be utilized by multiple family members.

 

Services can include financial planning, tax-efficient investment strategies, consolidated performance, and tax reporting on all asset classes. Furthermore, families often rely on us to coordinate their financial affairs with third-party representatives, such as CPA’s, attorneys, estate planners and insurance providers.

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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.

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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]. 

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