Beverly Hills Chamber has been a powerful resource for our company since we launched in 2013. From day one, the hard working team at the Chamber has gone out of their way to create opportunities for us. They provide us with valuable guidance, introduce us to quality people and potential customers, and involve us in marketing programs that help grow our brand. Winning the 2014 Golden Palm Award for Innovation was an especially exciting and valuable experience as it further established our company’s credibility in the community. We count Beverly Hills Chamber as one of our strongest supporters and a key contributor to our success. The sky’s the limit with Beverly Hills Chamber by your side.
Financial Planning & Services
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 $5.74 billion in advisory assets, and advises through LPL Financial, over $6.68 billion in brokerage and third party managed assets for a total of $12.42 billion as of March 31, 2018
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.