Your Unique Life. Our Guided Approach.

Financial Planning + Independent Advice.

Empowering You to Pursue Your Financial Dreams.

Would you go on an extended vacation or cross-country road trip without planning your destinations, hotel accommodations, spending budget, etc.? Of course not! So why do so many people approach retirement without a detailed plan to prepare for the expected and unexpected? My name is Anthony Veiga, Certified Financial Planner™ and Wealth Advisor of Stratos Wealth Management and I welcome the opportunity to help you and your family plan for retirement.

I am a fiduciary offering full-service, fee-based financial planning focused on helping hardworking professionals at any stage of life and wealth. While I’m located in Purchase, NY, I’m proud to work virtually with clients all over the country.

We have developed and refined a process to help our clients put all the pieces of the financial puzzle together. It’s a dynamic process that adapts as their lives unfold and their needs evolve. We call it our L.I.F.E. process

L - Learn about what’s important to you and your family.

I - Investigate your entire financial situation.

F - Formulate a plan.

E - Execute the strategy.

Role We Play for Clients:

Source of knowledge – When you have questions, it’s our job to have answers.
Steward – Understand where you want to go, where you are now, the optimal path to take, pitfalls to avoid, etc.
Guardian – Making a commitment to protect the “future you”.

Outcomes We Deliver:

Equipped – A clear understanding of your current financial status – as well as your future goals.
Confident – “A Business Plan for Life” (personalized guidance and leadership through multiple “What if...?” scenarios based on your unique goals and lives.
Alignment – Your plan is fully aligned with what you want to accomplish.

How we do what we do. Our process is:

Dynamic – Our process will adapt as your lives change and your needs evolve.
Diligent – We have the expertise and vigilance to navigate a rapidly changing environment.
Disciplined – We remain focused on your goals and the strategies that deliver results.

I Serve People Who Value an Honest Relationship.

From dedicated medical professionals to hardworking attorneys and CPAs, I collaborate with analytical professionals who value transparency, honesty and direct solutions.

Your time is valuable and the financial challenges you face can be burdensome. Whether you’re managing large student loan debt or looking to start your own business, Stratos Wealth Management has the experience to help you make sense of your entire financial picture.

I’M READY TO HELP HARDWORKING PROFESSIONALS AT ANY STAGE OF LIFE

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Do You Know the Key to a Rewarding Retirement?

No matter the profession, everyone’s greatest fear about retirement is running out of money. In my opinion, the most important and often overlooked factor in determining whether you will have a successful retirement is having a firm grasp on your spending in retirement.

I help clients develop retirement strategies with the goal of making their money last longer.

Fee Based Financial Planning for Any Profession

The sad reality is many financial advisors offer products and services to give you a “one size fits all” retirement plan approach.

That’s something I don’t believe in.

Instead, I work with my clients to develop personalized strategies centered around their unique needs. And, my fee-based philosophy means I am not incentivized to sell particular products or services, only what I believe is in your best interest.

Everyone's life goals and financial circumstances are unique and require individual attention. We will work with you to understand your individual situation and develop a customized plan that suits your individual needs and goals through all stages of life and wealth.

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In-Person & Virtual Financial Planning Services

In addition to providing in-person appointments, we’ve embraced technology and moved beyond a traditional office space. We’ve chosen to build a practice focused more on convenience and efficiency. We will work with you no matter where you are located in the country by using the latest communication technology. We can talk on the phone, do a video chat session, email, or we can meet face to face at our office in Purchase, NY.

Let's Get the Conversation Started

Are Your Finances Keeping You Up at Night?

Financial Advice for All Stages of Life and Wealth

As a general practice we serve clients from all backgrounds and lifestyles. Our day-to-day work focuses on addressing and solving our clients most pressing needs from complex wealth transfer strategies to retirement planning to creating a realistic budget to start saving. We have a process that enables our clients to take deliberate actions to accomplish what's most important to them. While every client and circumstance is unique, in general these actions focus on the following areas:

Wealth Management

The financial decisions you make today lay the foundation for a successful lifetime and legacy. As your dedicated advisor, we can assist you with managing your investments, budget, insurance coverage, and other important factors that contribute to your overall financial picture. The result is our clients making smarter financial decisions.

Risk Management

It is important to conduct thorough reviews of all of your assets regularly to ensure you are not taking on too much or too little risk to achieve your goals. Additionally, ensuring individuals and families have appropriate personal and property insurance coverage and asset protection strategies from unwanted third parties through the use of trusts.

Life Planning

While Retirement Planning is the most common Life Planning strategy, it is never too early to begin discussing and planning for other Life Events. These include marriage, having children or grandchildren, inheritances, education, long term care, traveling, proper legal documents and an appropriate level of emergency savings for the unexpected.

Estate Planning Strategies

You have worked hard to accomplish your goals and provide for your family. We can help you with legacy and estate planning strategies in order to help ensure your loved ones are taken care of for generations to come.

Financial Education

You mean far more to us than an investment portfolio. From helping you understand the complex financial markets, to sharing an objective view and analysis of your spending habits, client education is at the core of our approach. We aim to build a lasting relationship with you by developing mutual trust and respect.

Learn more about how I can help you address all of your financial concerns.

Anthony Veiga

Managing Director | Wealth Advisor

Anthony has been in the financial services industry developing relationships with his clients since 2006. With an emphasis on continuing education, Anthony also earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience and ethical requirements.

Anthony has a strong commitment to helping his clients pursue their financial goals. He believes the first step in serving his clients is listening to them, creating a collaborative financial planning process that results in defined expectations and a better understanding of personal financial management.

As a Wealth Advisor, Anthony has a process that enables him to improve his clients’ Return on Life by incorporating full financial planning to develop a strategy aimed at achieving their life goals coupled with providing the highest level of professional service.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the financial strategies used to help keep you on course toward your objectives. These include investment, retirement, estate, insurance, and tax strategies created on a needs-based approach. We’ll continue to work together through the years to keep your strategies aligned with your goals and needs.

The last thing you need in your busy life is a complex web of financial relationships. As a Stratos Wealth Management client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — Anthony Veiga.

Anthony was born and raised in Yonkers, New York. He relocated to Ridgefield. Connecticut in 2014 with his wife, Kelly, and two sons, Thomas and Michael. He received a BS in computer information systems from Manhattan College before going on to Northeastern University in Boston, where he attained both an MBA and MS in finance. Upon graduating, Anthony was selected for membership in Beta Gamma Sigma, the international honor society for collegiate schools of business.

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What is the Fiduciary Oath?

Putting Your Interests First

Trust is the Foundation of Our Relationship.

As a Certified Financial Planner™ and Independent Wealth Advisor at Stratos Wealth Management, I have a fiduciary relationship with my clients. I believe in placing your best interests first, therefore, I am proud to commit to the following principles:

Integrity
Trust is central to a successful financial planning relationship. You rely on my honesty, professionalism and abilities to pursue your life goals. When you know I take my professional obligations seriously and place principles over personal gain, we can form a good working partnership. The CFP Board’s strict Standards of Professional Conduct are designed to ensure I act in a professionally responsible manner.

Objective Advice
Your needs will be at the heart of all my recommendations. As a CFP® professional, I have an ethical obligation to act in your best interest when providing financial planning advice. I will use my experience and judgment to carefully consider your situation, and then give you advice that best meets your goals.

Competence
I have demonstrated an appropriate level of knowledge to offer financial planning advice. The CFP® certification provides confidence that I have completed rigorous education and experience requirements — including consistent continuing education coursework — designed to ensure competence in financial planning.

Fair Treatment
Fair treatment means I will clearly state what services will be provided and at what cost. I will also explain the risks associated with all financial recommendations, along with any potential conflicts of interest.

Diligence
Before engaging you as a client, we will discuss your goals and objectives and explain what you can expect from the relationship. Once I have determined that I can assist you, I will make recommendations suitable for you. As a diligent planner, I will reasonably investigate the products or services available and closely supervise any staff working with you.

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Our Financial Planning Approach

When you work with us, you can expect that we will be fully devoted to doing what's best for you - not what's best for us. By putting your interests first, we achieve more together. we bring transparent advice to help our clients safeguard their financial futures and realize their life goals. As an independent wealth management firm, we make all of our recommendations based solely on how it best serves your near and long-term goals. That's why our approach is fundamentally different.

Our approach to goals-based investing starts by identifying your most pressing financial issues and concerns. The investment approach embraces the facts that have come from decades of academic and practitioner research. Nothing we do is based on opinion, hope or hype - only the facts. We will help you build a plan which aims to withstand market turbulence to free you to focus on what's most important to you. We will help you think through the key decisions that will impact you and your family for years and decades to come by creating a plan that considers an appropriate investment strategy, risk management, tax minimization, and more.

We set out to deliver a clearer sense of direction and calm to our clients to help ease the anxieties and worries that can come with money. We will help you learn to ignore turbulent markets and have confidence knowing a plan is in place that ultimately accounts for inevitable market uncertainty. We will help you understand the risks your assets are exposed to and work to ensure you're only taking on as much risk as you have the ability, willingness and need to do so.

Are Your Assets Working Towards Your Life Goals?

Our mission is simple:

Improve our clients’ Return on Life by incorporating full financial planning to develop a strategy aimed at achieving their life goals. This is done by providing you with:

Organization. We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate and tax planning strategies, etc., and also the “micro” level of household cash flow).

Accountability. We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education. We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership. We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you, and offer transparency around our own costs and compensation.

Are your ready to have a conversation about your Return on Life?

The Stock Market Fluctuates.

I Will Help You Stay The Course.

Putting Your Mind At Ease

We help create restful nights for our clients knowing they have a plan that can render the market's ups and downs irrelevant to their future prosperity. More importantly we are your voice of reason during volatile times. Having a disciplined strategy in place to address your unique and specific goals is critical in avoiding many of the emotional mistakes investors make during turbulent times.

We are committed to providing a client-centered experience based on education. Money does not have to be complicated. By teaching you about the financial markets and our principled approach, you can feel confident in your ability to make sound decisions that will benefit you and your family in the long run.

Our streamlined process helps you focus on the things that matter most so you can enjoy your life more. Together, we create a thoughtful plan that gives you the best odds of realizing your most important life goals.

Tuning Out the Noise

Our Four Step LIFE Planning Process

L - Learn About You

Sitting down with you and your family, we take the time to understand your unique goals, issues, and to learn about your concerns around your wealth and your life. What are your plans and goals? What are the risks and opportunities most relevant to you? How do you currently address these matters? What should change?

I - Investigate Your Entire Financial Situation

Once we begin learning where you are, where you'd like to be and what's most important to you, we will begin assembling all of that input into a plan for you. We will collaborate with you and your other tax and legal advisors to consider your values, tax, and estate issues, risk factors, or special needs unique to you to develop a well thought out plan that will help you navigate the next chapters of your life.

F - Formulate a Plan

Going well beyond investments, we'll help you take deliberate steps to address your most pressing concerns. Advanced planning helps you address areas such as business succession or charitable giving plans or helping you facilitate family meetings to prepare your loved ones for potential inheritance. All of this is done to help you accomplish what's most important to you.

E - Execute the Strategy

Your plan is written into an Investment Policy Statement that serves as a road map describing how your investments will be handled in a coordinated fashion and in line with your big picture planning needs. Easy 24/7 tracking is made available for you to check performance of your investment portfolio and monitor the ongoing status of your wealth management plan. Perhaps most importantly, we make ourselves available whenever needed to meet with you to review what's on your mind and talk through how we can continue to best help you stay on track.

Let us help you focus on your destination so you can enjoy the ride.

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The Power of Affiliation and Independence

Our Partnership with LPL Financial

We use LPL Financial as custodian for all of our clients' assets. This means we never have possession of your funds and they are held securely with one of the largest broker-dealers in the country for added peace of mind.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

Click Here for a brochure that details how LPL supports our practice.