Getting the Most from your Executive Benefits Package

By |2022-06-01T11:49:30-08:00June 1st, 2022|Wealth Management Resources|

Time to Read: 16 Minutes At BWM Financial, we’ve helped executives, engineers, and scientists at San Diego companies with their financial affairs for over 20 years. This often involves navigating the complexities of employee benefits, such as company stock, options, retirement plans, and insurance benefits.  Many executives are simply so focused on their career that they lack the bandwidth to spend their time and energy: Deciding between selling vested

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WEBINAR | Decoding Crypto: A Guide Through the Emerging Field of Digital Assets Know as “Cryptocurrencies”

By |2022-05-06T10:02:30-08:00March 16th, 2022|Wealth Management Resources|

Time to Watch: 51 Minutes VIEW SLIDES The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only,

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

BWM Financial offers its financial services through Stratos Wealth Partners, Ltd., ("Stratos"), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the "SEC") located in Beachwood, Ohio. BWM Financial operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at https://www.adviserinfo.sec.gov. A copy of the Stratos' current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthpartners.com.

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Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).

Certain portions of Stratos' website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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