Stratos Wealth Partners of South Ogden

Stratos Wealth Partners of South Ogden is a wealth management firm in South Ogden, UT. The practice serves business owners and individual investors who face complex financial concerns, such as preparing for retirement, funding education, and protecting business interests and estates. The firm’s goal is to simplify the complexity of managing multiple financial considerations by providing objective guidance. This approach allows clients to devote more time to their businesses, families, and personal passions. The firm holds a perfect 5.00 rating based on customer reviews.

The company operates with a client-first mission, aiming to understand each client's needs, wants, and long-term goals. It develops, implements, and monitors strategies designed to address individual situations and the specific challenges families face. Stratos Wealth Partners has been recognized as a Top 100 RIA Firm in America for the years 2018 through 2025. The firm emphasizes education in the financial decision-making process, providing resources to help clients make informed decisions that serve their best interests. It seeks to replace concern and ambivalence with clarity and confidence, putting clients in control of their financial lives.

The firm has access to independent research on the economy and markets, which supports the delivery of impartial strategies for wealth accumulation and management. A key component of its service model is teamwork, where professionals work closely with other advisers, including tax professionals and attorneys, to develop holistic solutions. The executive team includes Jeff Concepcion as Founder and CEO, Nancy Andrefsky as Founding Partner and Chief Financial Officer, and Charis Jones as Chief Operating Officer. Other senior leaders include Kathryn Louttit as Chief Compliance Officer and Rob Camacho as President of Stratos Wealth Enterprises. The leadership structure also features Managing Partners Charles Shapiro and Chris Walling, along with directors overseeing areas such as third-party diligence, vendor due diligence, and financial planning services.

The firm is located at 5929 Fashion Point Dr in South Ogden. It stands out in the local wealth management category by combining independent market research with a collaborative approach that integrates tax and legal advice, all while maintaining a perfect customer rating.