Stratos Wealth Advisors – In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving our clients.
To that end, we are proud to be partnered with Stratos Wealth Advisors, a Registered Investment Advisor.
SWA has an operational infrastructure with more than 80 executive, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients.
Brian Fowles, CRPC®
Managing Partner / Wealth Advisor
Brian has been helping investors reach their goals for more than 23 years. His career and passion for investing had an interesting beginning. In 1991, after 3 semesters studying architecture, Brian picked up a book at Hudson News on a...
Erik Harpsoe, CRPC®, CFS®, CMFC®
Managing Partner / Wealth Advisor
Erik realized he had a passion for investing and financial planning over 30 years ago. His father, an investor and entrepreneur, was influential at a young age by teaching Erik financial concepts and investment strategies...
Client Centered
Whether you are investing to build wealth, generate income, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Erik Harpsoe and Brian Fowles each have over 25 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.