Our Approach to Investing

These three facts are the guiding principles of our investment philosophy.

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01

Trying to time the market doesn't work.

02

Creating and preserving wealth requires diversification.

03

It's essential to focus on the long term rather than being distracted by short term news.

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We emphasize index funds, exchange traded funds and other low-cost investment vehicles, primarily from Blackrock and Charles Schwab.

For clients with more complex needs, we may complement this strategy with individual stocks and bonds and/or alternative investments.
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Our investment recommendations are based on academic studies that we are happy to share with you.

Interested in ESG Investing?

Many of our clients wish to pursue an investment strategy that incorporates environmental, social and governance (ESG) principles.

Based on what causes matter most to you, we can devote some or all your portfolio to sustainably minded funds that prioritize long-term performance.

Please contact us to learn more.

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Schedule Meeting

Location

One Liberty Place 1650 Market Street, 36th Floor Philadelphia, PA 19103

Email

info@emerituswm.com

Telephone

267-322-2540

_{Emeritus Wealth Management has no affiliation with TIAA. The services rendered by Emeritus Wealth Management are not reviewed or approved by TIAA. TIAA is a registered trademark of TIAA.
We help participants in 403(b) retirement plans sponsored by TIAA, Vanguard and Fidelity optimize their investments and plan for the future.
Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA Emeritus Wealth Advisors.
More information regarding Stratos may be found at www.stratoswealthadvisors.com.Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at www.adviserinfo.sec.gov. A copy of Stratos' current written disclosure brochure discussing our advisory services and fees is available upon request and/or www.stratoswealthadvisors.com.
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Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos' website on the internet should not be construed by any consumer and/or prospective client as Stratos' solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by are presentative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Stratos does 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 Stratos' website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

Information presented on this website is for informational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified advisor and/or tax professional before implementing any strategy discussed here. 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. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third -party websites or third- party materials.
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 by Stratos Wealth Advisors, LLC), will be profitable or equal any historical performance level(s).

Certain portions of Stratos' website (.e.g., newsletters, articles, commentaries) may contain a discussion of, and/or provide access to, Stratos(and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. 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 from Stratos or any other investment professional. Stratos Wealth Advisors, LLC, is neither an attorney or an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Stratos' website, to release and hold harmless Stratos, and its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions that are independent of his/her/its receipt of personalized individual advice from Stratos.}