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.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
09/01/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
08/25/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
08/18/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Disclosure: Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the....

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
08/11/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

Disclosure: Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the....

Does your insurance cover you if you get into an accident with an uninsured driver?
08/04/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

Disclosure: Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the....

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
07/28/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Disclosure: Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the....

True wealth planning extends far beyond asset transfer.We help families design a legacy that supports future generations...
07/02/2026

True wealth planning extends far beyond asset transfer.

We help families design a legacy that supports future generations and teaches them the tools to sustain it: https://loom.ly/WBHI3do

Wealth management looks different today — and so does your life.You see money as more than numbers; it’s a tool for free...
06/29/2026

Wealth management looks different today — and so does your life.

You see money as more than numbers; it’s a tool for freedom, purpose and impact.

We understand that.

Our approach blends disciplined planning, intentional strategy and clear communication – helping you make confident decisions that align your wealth with the life you’re building.

Let’s talk: https://loom.ly/-ALNx2c

Financial planning should support more than accumulation.A coordinated strategy can help bring clarity across:👉 Retireme...
06/25/2026

Financial planning should support more than accumulation.

A coordinated strategy can help bring clarity across:
👉 Retirement planning
👉 Tax planning
👉 College & education funding
👉 Estate & legacy planning
👉 Philanthropic & charitable giving

Because well-laid plans are designed to evolve alongside your life, your family and your long-term goals.

Let’s have a conversation: https://loom.ly/-ALNx2c

One of the most overlooked estate planning details is often the simplest to address.Your beneficiary designations - on r...
06/22/2026

One of the most overlooked estate planning details is often the simplest to address.

Your beneficiary designations - on retirement accounts, life insurance policies and certain investment accounts - carry more weight than many people realize.

And yet, they're easy to forget.

Life changes quickly. Families grow, priorities shift, relationships evolve, laws change.

A quick review helps ensure everything still reflects what you want for the people you care about most.

https://loom.ly/-ALNx2c

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

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