Stratos Private Wealth expands to South Jersey (and Westchester)

Stratos Private Wealth expands to South Jersey

Stratos Private Wealth, of Beachwood, Ohio, along with Stratos Wealth Partners, on Tuesday said it would rebrand two Stratos-affiliated practices, including one in New Jersey, to boost its presence on the East Coast.

Heald Financial Advisors, of Marlton, will become Stratos Private Wealth – South Jersey, and Claricity Wealth & Planning, of Westchester, New York, will become Stratos Private Wealth – Westchester.

“The increased demand for high net worth, ultra-high net worth and family office support underscores the importance of developing a unified approach to this market segment, and I’m thrilled to welcome the South Jersey and Westchester teams to Stratos Private Wealth,” Jeff Brown, the founder and president of Stratos Private Wealth, said. “Together, we will enhance the services we provide to this growing client base with quality solutions supported by the scale and expertise of the Stratos network.”

Brown launched Stratos Private Wealth in May 2023 to enhance the firm’s support for high and ultra-high net worth clients. It is based in San Diego and operates as a division of Stratos Wealth Partners. Adding these practices represents the division’s first expansion since its launch last spring.

Stratos Private Wealth – South Jersey is led by Dan Loughlin, a Certified Financial Planner who has served in a range of financial services and wealth management leadership roles across his more than 15-year career in the sectors.

Adam Rude will lead the Stratos Private Wealth – Westchester office.