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FUNDRAISING NEWS | April 12, 2024

Stratos Private Wealth Expands with Two New Offices

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Stratos Private Wealth, part of Stratos Wealth Partners, has expanded by adding two new offices. These additions mark the first expansion since the division's launch last year. 

Heald Financial Advisors in Marlton, New Jersey, and Claricity Wealth & Planning in Purchase, New York, are the newly incorporated offices. These will be rebranded as Stratos Private Wealth – South Jersey and Stratos Private Wealth – Westchester, respectively. Both locations will provide wealth planning, retirement planning, and estate, tax, and trust strategy services tailored to high- and ultra-high-net-worth individuals. 

The financial terms of the deal were not disclosed in the announcement. Following the expansion, Stratos Private Wealth will manage a combined $1.7 billion in investment advisory assets. The company aims to continue its growth by establishing key offices in major markets such as Texas, Boston, and Arizona. Stratos Wealth Partners, the parent company, oversees more than $11.8 billion in advisory assets. The expansion strategy includes avoiding multiple offices in one area and instead spreading out strategically across the country. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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