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Financial Planning

We Can be Your Guide

Do you have any particular financial questions?  Do you need help managing your investments?  Are you looking for advice regarding saving for retirement or your children's college education?

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Get in touch with us to schedule your complimentary meeting today!

Services

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Technology We Use

Anytime, anywhere, on either your phone or laptop, you will be able to access your customized financial plan updated with real-time data.  Pistone Wealth Advisors has relationships with Fidelity, eMoney Advisor, Advyzon, Morningstar and others, to provide us with capable analytic software so we can provide you with a clear, up-to-date picture of your financial situation.

Individual Advice

Our clients are unique and we don't believe that it's possible to provide the best advice using algoritmic-driven programs like Robo Advisors.  And we believe that all of the different elements of your financial situation work together.  Your investments, financial planning, potential insurance needs and everything else you need to plan for is determined by you, not an algorithm.

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Analysing the Data

Personal Attention

Would you trust a robo-doctor to perform your surgery?  Or a call center if you needed legal advice?  This is your life and we strongly believe that it's necessary to get to know our clients personally.  We want to know you, so that we can deliver the appropriate advice to you at the times when you might need it most.  And developing relationships with our clients is one of the reasons we believe we're able to provide such high service levels.  When you call us, we answer.

Pistone Wealth Advisors

ltekavec@pistonewealth.com

29525 Chagrin Blvd #305

Pepper Pike, OH 44122

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©2017 Pistone Wealth Advisors

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Form CRS

 

Investment advice offered through Stratos Wealth Advisors, LLC a Registered Investment Advisor. Stratos Wealth Advisors, LLC and Pistone Wealth Advisors are separate entities. 

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Privacy Policy

IMPORTANT INFORMATION:

Public information concerning Stratos Wealth Advisors, LLC, including the current written disclosure Brochure discussing our advisory services and fees, is available at https://adviserinfo.sec.gov/firm/summary/283816.

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

 

When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. We make no representation as to the completeness or accuracy of the information provided by third-party websites or third- party materials.

 

This web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. We do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to this website or incorporated herein, and take no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
 

Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed. The investment returns and principal value of the portfolio will fluctuate so that the value of an investor’s account, when redeemed, may be worth more or less than their original value. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended), will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice, or from any other investment professional. No strategy assures success or protects against loss.

 

Each client and prospective client agree, as a condition precedent to his/her/its access to this web site, to release and hold harmless Stratos, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from This.

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