Strategic Relationships

White Blaze Wealth Management is a fiercely independent team of financial professionals whose focus is to help you pursue your financial goals and dreams. To accomplish this and leverage our abilities to support you, we have two very powerful strategic relationships: Stratos Wealth Partners and LPL Financial. 

About Stratos Wealth Partners

Jeff Concepcion, Founder and CEO, launched Stratos Wealth Partners in October of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Bob Heksch, who met Jeff in 1989 when he entered the wealth management profession, joined Stratos in January of 2009 as a Founding Partner. Jeff and Bob, like many others, had become increasingly dissatisfied with the existing brokerage model that made it more and more difficult for advisors to place their clients’ interests first.

Stratos Wealth Partners, a registered investment advisor, provides advisors and their clients with a distinctly different wealth management culture. This culture effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge- level service and innovative thought leadership. 

Stratos provides the infrastructure, resources and support necessary to allow wealth management professionals to focus on their core competency—advising their clients. That, in turn, allows their clients to focus more time and energy on their own passions in life.

Today, Stratos - headquartered in Beachwood, Ohio - has a national network of distinguished, experienced wealth advisors and financial planning practitioners located throughout the country, all powered by LPL Financial, member FINRA/SIPC.

For more information about Stratos Wealth Partners, visit www.stratoswealthpartners.com.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

For more information about LPL Financial, visit www.lpl.com.