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Blog

Joe Dunat | Mar 24, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Joe Dunat | Feb 28, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Joe Dunat | Feb 17, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Joe Dunat | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Joe Dunat | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Joe Dunat | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Joe Dunat | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Joe Dunat | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Joe Dunat | Jan 11, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Joe Dunat | Jan 11, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Office

1315 N Lake Dr
Lexington SC 29072

Mailing Address:
P.O. Box 847
Lexington SC 29071

Contact

Email: jdunat@stratoswp.com
Phone: (803) 386-0307
Mobile: (570) 878-2020
Fax: (803) 356-2550
Text-Only: (803) 756-4605

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment Advisor.

The Sturkie Wealth Management Group and Stratos Wealth Partners are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and separate entity from LPL Financial. Palmetto Health Credit Union and The Sturkie Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Sturkie Wealth Management Group, and may also be employees of Palmetto Health Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Palmetto Health Credit Union or The Sturkie Wealth Management Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other
Government Agency
Not Credit Union
Guaranteed
Not Credit Union Deposits
or Obligations
May Lose Value
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