CoNext Wealth Partners

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CoNext Wealth Partners CoNext Wealth Partners was founded with the goal of assisting our clients with financial, investment and life event planning. Stratos Wealth Partners, Ltd.

We employ multiple award-winning programs and software packages, allowing us to create plans that match individual situations Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. and CoNext Wealth Partners are separate entities from LPL Financial. RICP® conferred by The American College. Trading instructions sent via email, fax, or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customer identity. The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

Six Estate Planning Assumptions Worth a Second Look
10/13/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

Permission to Spend in Retirement: A Skill Rarely Taught
10/01/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

10/01/2026

Explore the next chapter you get to author.

09/24/2026

The shift from pensions changed the story.

More Than a Number: The Four Risks That Shape Your Retirement
09/22/2026

More Than a Number: The Four Risks That Shape Your Retirement

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a....

09/17/2026

Retirement is becoming more personal.

09/10/2026

See how retirement has changed over 75 years.

Retirement Isn't Just About How Much You Save. It's About When.
09/08/2026

Retirement Isn't Just About How Much You Save. It's About When.

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things.The difference often comes down to a factor many retirement checklists leave out entirely: timing.

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)
08/25/2026

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions.And somewhere in the back of your mind, a question starts to form: What does this mean — for the economy, for markets, for my financial plan?It's a fair question. And the s...

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4160 Washington Road Suite #1
McMurray, PA
15317

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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