Stratus Associates

Stratus Associates Where Legacy Meets Forward Thinking. Thoughtful planning accounts not only for how wealth grows, but for how it’s protected through life’s uncertainties.

Stratus Associates is a modern wealth management and financial planning firm built on experience, continuity, and thoughtful evolution. Formed through the merger of two established advisory practices, Stratus brings together a team with a combined 200 years of experience in the financial industry, alongside a next-generation perspective. This depth allows us to serve clients with greater clarity,

collaboration, and care—drawing on decades of insight while staying responsive to what’s ahead. Our advisors operate as one unified team, delivering highly personalized guidance across investment management, retirement planning, and financial protection strategies, including disability planning, annuities, and long-term care solutions. At Stratus, wealth management extends beyond performance. The focus is on long-term relationships, steady guidance, and helping clients navigate complexity with confidence—whether they’re building, protecting, or transitioning wealth. We believe wealth management is about more than performance. It’s about trust, long-term relationships, and helping clients make confident decisions through complexity and change. Whether you’re building, protecting, or transitioning wealth, we meet you where you are—and walk alongside you with intention. Facebook is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637, www.htk.com Stratus Associates is unaffiliated with HTK.

A strong plan begins with protection.Safeguarding your financial foundation - ensuring the people and priorities you car...
06/01/2026

A strong plan begins with protection.

Safeguarding your financial foundation - ensuring the people and priorities you care about are supported over time - is our number one priority for our clients.

Protection planning can include:
-Life, disability, and long-term care insurance
-Income replacement strategies
-Review and optimization of existing coverage

Each piece is designed to support stability across your broader financial plan. Learn more:
https://loom.ly/b4TRmT4

Financial decisions rarely affect just one generation.Our advisors help you design a legacy that supports your loved one...
05/28/2026

Financial decisions rarely affect just one generation.

Our advisors help you design a legacy that supports your loved ones - and teaches them how to sustain it.

Learn more about multi-generational financial planning here: https://loom.ly/WBHI3do

Building a business takes vision, grit, and sacrifice. Preserving that success, and planning what comes next, requires c...
05/25/2026

Building a business takes vision, grit, and sacrifice. Preserving that success, and planning what comes next, requires clarity and strategy.

With 200+ years of combined industry experience, our team helps business owners and executives navigate the complex intersection of personal and business wealth with precision and foresight.

Whether you’re scaling, selling, or stepping back, we’ll help you make the most of every opportunity:
https://loom.ly/OcWkIU0

No two financial plans should look the same.Every family brings a different set of priorities, responsibilities and goal...
05/21/2026

No two financial plans should look the same.

Every family brings a different set of priorities, responsibilities and goals - and planning works best when it reflects that.

From day-to-day cash flow to long-term wealth strategy, we help you bring clarity and confidence to every financial choice:
https://loom.ly/RaknPF0

Most financial decisions are made one at a time - an investment here, an insurance policy there…and so on.But the real i...
05/18/2026

Most financial decisions are made one at a time - an investment here, an insurance policy there…and so on.

But the real impact comes from how those decisions connect and support each other.

When every piece of your financial life works together, clarity tends to follow.

Long before we joined forces, RFS and J3 shared a common approach to financial planning. We believe that good planning s...
05/14/2026

Long before we joined forces, RFS and J3 shared a common approach to financial planning. We believe that good planning starts with context—understanding how financial decisions connect across different parts of a client’s life.

Planning was never approached as a series of standalone decisions. It meant considering family priorities, business responsibilities, retirement planning, leadership transitions, and legacy goals, recognizing that these areas often overlap and evolve over time.

This next chapter represents an evolution, not a reset.
Read more on our blog: https://loom.ly/py9JFms

The Stratus Associates website is live—but this is just the beginning.In the months ahead, we’ll be sharing insights, pe...
05/11/2026

The Stratus Associates website is live—but this is just the beginning.

In the months ahead, we’ll be sharing insights, perspectives, and resources designed to help clients navigate complexity with confidence.

If you value thoughtful planning, steady guidance, and a long-term approach—welcome!

https://stratusassociates.com/

Why “Stratus”?In nature, stratus clouds form a steady layer—providing coverage, clarity, and stability.That idea resonat...
05/07/2026

Why “Stratus”?

In nature, stratus clouds form a steady layer—providing coverage, clarity, and stability.
That idea resonated deeply with us.

Stratus Associates represents thoughtful planning, steady guidance, and a structure designed to support you through every season of life—without unnecessary noise or drama.

Curious to learn more? Let’s talk: https://stratusassociates.com/

This merger and launch didn’t happen overnight!It came from years of conversations, alignment, and careful decisions—alw...
05/04/2026

This merger and launch didn’t happen overnight!

It came from years of conversations, alignment, and careful decisions—always asking one single question:

“Does this serve our clients better?”

We’re proud of what we’ve built together—and excited about what this foundation makes possible.

https://stratusassociates.com/

Many of our clients are thinking about more than their own future.They’re thinking about adult children. Aging parents. ...
04/29/2026

Many of our clients are thinking about more than their own future.

They’re thinking about adult children. Aging parents. Family transitions. Grandchildren. Legacy.

Stratus Associates was intentionally designed to support multi-generational planning—helping families navigate change with clarity and continuity.

Because incredible planning doesn’t end at one lifetime.

Curious to learn more? Let’s talk: https://stratusassociates.com/

Address

2600 N Military Trail, Suite 420
Boca Raton, FL
33431

Opening Hours

Monday 7:30am - 5:30pm
Tuesday 7:30am - 5:30pm
Wednesday 7:30am - 5:30pm
Thursday 7am - 5:30pm
Friday 7:30am - 5:30pm

Telephone

+12128180505

Alerts

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