Stratos Wealth Advisory Group | Financial Advisor in Purchase ,NY

2975 Westchester Ave
Suite 418
Purchase, NY 10577
Phone: (914) 437-7065

Elevating Financial Strategies


About

Stratos Wealth Advisory Group is an independent financial
services firm built on the premise that our clients are our
most valuable asset. We define our success by assisting you in
achieving your goals, and we strive to elevate the meaning and
purpose of planning by affording you the opportunity to
experience it on an entirely new level.

Headquarter in Purchase, NY and aligned with LPL Financial,
the nation's largest independent broker/dealer*. Stratos
boasts an infrastructure atypical in the independent space.
With more than 50 executive, functional and support
professionals in place in our home office, we have a concierge
team to assist in the execution of a full service solution for
clients. We consider this intellectual capital our greatest
assent and a true differentiator, as it represents the crux of
our value proposition.

We have the infrastructure, resources, and support necessary
to allow them to focus on their core competency - advising
their clients and that, in turn, allows their clients to focus
more time and energy on their own passions in life.

26 Years of Experience



General Information
Firm Start Year:   1991
No.of Employees:   5-9
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, CA, CT, DE, FL, MA, NC, NJ, NY, PA, RI, SC
Number of Years with Current Firm:   1


Services
Investment Types:   Stocks , Mutual Funds , Insurance , Bonds , Options & Futures , Alternative Investments , Annuities


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Accident , Health , Annuity , Variable Annuity , Variable Life


Firm Information
Advisor's Number of Clients:   70


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   $250,000


Education
Bachelor's of Business Administration in Finance - Finance  Iona College
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FAQs

  • Do you have a customer satisfaction or refund policy? Consulting & Planning fees are 100% refundable if client is not fully satisfied.
  • What are your qualifications? What is your education background? CFP Bachelors of Business Administration in Finance
  • What is your approach to financial planning? We seek to uncover the events and motivations that drove your past actions, and with this knowledge we can begin to capitalize on the financial strategies that will define your next phase of life.
  • What services do you offer? We provide an open architecture and a wealth of resources to meet any financial need or challenge a client may have in the areas of Retirement & Fringe Benefit planning, Risk Management & Insurance Analysis, Estate Preservation & Distribution Planning, and Business Succession Planning.
  • Will you be the only person working with me? Not only will you work with me, but with my team, Samantha & Dawn, who handle the day to day client services & operations for our clients.
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Lisa M Rossi CFP

Lisa M Rossi CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


For 25 years, Lisa M. Rossi has empowered clients by helping them make smart choices about money so they may pursue their goals and keep fulfilling their dreams. Given her entrepreneurial spirit, she founded her independent firm, Stratos Wealth Advisory Group, because she is passionate about helping clients and focusing on personal service. Armed with her CFP designation since 2004, Lisa plays a big hands-on role in her clients' lives and brings a broad comprehensive perspective on wealth management guidance.

Lisa is keenly aware of the needs of small business owners, corporate executives and retirees and has positioned herself as a trusted professional that can help them address issues that are critical for their long-term success. She is frequently quoted in industry and business journals and has earned numerous industry awards.

Lisa feels blessed to be involved in a career which is both rewarding and challenging everyday, allowing her the ability to help her clients' pursue a life they love and dreamed of, while saving them the two most valuable resources as they see it - time and money.

She currently lives in Northern Westchester with her husband and partner, Peter, has 2 children, Nicholas and Julia and loves to travel, play golf, and spend time with her family.

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My Services


Financial Planning for Individuals

Stratos Wealth Advisory Group is an independent advisory firm that strives to place client interest at the forefront of every decision made and action taken. We seek to provide clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership.


Financial Planning for Businesses

Here we discuss the challenging world of succession planning, and the concept of the business continuing by design in the absence of its founder. Business planning has traditionally come only out of necessity, but we embrace a proactive and participatory approach to succession planning that affords business owners opportunities and the flexibility to make sound decisions.


Retirement Planning

Our firm utilizes an expansive number of available techniques and income modeling tools that help you determine how your actions can impact the goals you are attempting to reach during this meaningful phase of your life.


Office Hours

Mon. 9:00 AM - 5:30 PM
Tue. 9:00 AM - 5:30 PM
Wed. 9:00 AM - 5:30 PM
Thu. 9:00 AM - 5:30 PM
Fri. 9:00 AM - 5:30 PM