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WELCOME TO
PATTI WEALTH MANAGEMENT
WHO WE ARE
Patti Wealth Management is a practice that is privately-owned and affiliated with Stratos Wealth Partners, Ltd, a registered investment advisor. This affiliation provides additional depth of human, technological, and compliance experience that allows us to provide clients throughout the United States with a robust offerings of professional services.
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The bottom line? You are first! At Patti Wealth Management, we work diligently with the goal to help achieve your needs and expectations. Our privately-owned business structure allows us to focus entirely on helping you pursue your goals.
​As of April 3, 2024. The Forbes Best-In-State Wealth Advisor Ranking, developed by SHOOK Researcch, is based on in-person and telephone due diligence meetins and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quatitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research received a fee in exchange for the rankings.
For more information and complete details on methodology click here.
Just because you can do it on your own,
doesn’t mean you need to.
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With Patti Wealth Management's strategies and experienced staff,
we can help you get back to doing the things you wish you had time for.