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Our Model

We are Independent Advisors and Fiduciaries. We offer Full Transparency of All Fees and Charges. We provide Objective Advice and Guidance to Augment Suitable Investments. We Deliver Highly Personalized Service with No Restrictions or Minimum Asset Requirements.

National Resources Delivered Locally

We believe CAVU Financial offers our clients a clear advantage. By bringing the resources of a national firm to the local level, our clients can take full advantage of our organizational depth of knowledge, research, talent and expertise to serve a broader spectrum of their individual needs. Through innovative thinking, insightful guidance and practical advice we have access to vast resources in developing the custom strategies you seek and the unparalleled service you require.

Objectivity at the Core of Every Decision

At CAVU Financial, our approach is fully aligned with your needs and our viewpoint is holistic, encompassing your full financial picture. Our advice is always delivered in an objective manner. We believe that aligning our interests with yours, in a manner that emphasizes integrity and full objectivity, is the key reason our clients and colleagues refer to us as “pure” wealth advisors.

Consultative Approach

It’s no secret that sound communication between your most valued advisors fosters an environment for growth and success.  It can also result in more proactive and thoughtful decisions. Stratos Wealth Partners brings depth in organizational intelligence, talent, insight and expertise to the development of financial strategies that seek to advance and protect a lifetime of investment assets.

We support a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the vast array of needs our clients present.

One of our key requirements in engaging new clients is that they possess a willingness to remain open minded and receptive to potential solutions that may be beyond their current scope of consideration. With this caveat, we are able to provide a far greater array of advanced techniques that can deliver a meaningful and distinct outcome to an otherwise challenging circumstance.

Resources That Won't Outgrow Your Needs

CAVU Financial provides a comprehensive suite of services for managing both your personal wealth and business planning needs. No matter what your financial needs may be, we can bring the required resources together to address them.

We are well-versed in analytics, asset allocation models and risk management. We work for you as a full partner and advocate for your success. We offer the following services that seek to help you grow and protect your assets and facilitate their transfer among family members and heirs. We will help you develop clear goals and a concrete plan for pursuing them.

  • Investment Advisory Services
  • Financial and Estate planning strategies 
  • Succession Planning for individuals and businesses
  • Insurance and Risk Management
  • Executive Compensation – Deferred Compensation
  • Tax planning strategies
  • Philanthropic and Charitable Gifting
  • Retirement Planning and Wealth Preservation strategies

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