Stratos Wealth Partners, Ltd. of Beverly Hills

 

Terrence McKelvey, CFP®, ChFC®

PARTNER | WEALTH ADVISOR

 

Stratos Wealth Partners is an advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services.  Stratos is a national network of distinguished, experienced financial advisors located throughout the country.  Our comprehensive menu of wealth management services is similar in scope to others in the industry.  However, our execution of those services is personalized.  We know you have numerous choices when it comes to establishing your plan for financial independence.  We focus not only on the products that help address your needs, but apply such strategies to help create a comprehensive plan. 

 

Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $6.2 billion in advisory assets, and advises through LPL Financial, over $6.4 billion in brokerage and third party managed assets for a total of $12.6 billion as of June 30, 2019.

 

Terrence McKelvey is a Partner and Wealth Advisor affiliated with Stratos.  Terrence’s practice focuses on fiduciary management in the areas of financial and life planning for individuals centered on retirement and pre-retirement strategies.  He is a professional who genuinely enjoys his work.  Assisting clients in the fulfillment of their financial goals is a great source of satisfaction. 

In The News

July 2017

Terrence McKelvey Talks Fiduciary Standard - Los Angeles Sentinel News

May 2017

How Buffalo ’s own Terrence A. McKelvey advises professional athletes about their Finances

Publications

April, 2017

The death of Dodd-Frank from the eyes of a Fee-Only Fiduciary Investment Advisor

Market all time highs, Now what?

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Services

  • Fiduciary​

  • Investment Advisory

  • Retirement

  • Financial Planning

  • Certified Financial Planner™

  • Chartered Financial Consultant®

  • Chartered Retirement Plans Specialist℠

  • Chartered Retirement Planning Counselor℠

  • Fee-Only

9595 Wilshire Blvd. Suite 900 Beverly Hills CA 90212

181 Franklin St. Suite 101 Buffalo NY 14202

Investment advice offered through Stratos Wealth Partners, Ltd., an SEC registered investment advisor