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Investment Management

Personalized Investment Strategies for Your Future

Every person’s goals, risk tolerance, and aspirations are unique, which is why The Valletta Group offers personalized investment management services in Michigan that are strategically tailored to meet your needs. Our partnership with Stratos Wealth Partners and Stratos Investment Management brings a team of seasoned investors together, providing you access to the best in the industry to help you grow and preserve your wealth.

Your Future, Your Way

Retirement Means Something Different to Everyone

When you work with The Valletta Group, you’re not just gaining the insight of a single advisor — you’re leveraging the collective knowledge and experience of an entire team. Our affiliation with Stratos Wealth Partners provides an independent environment, allowing us to collaborate with like-minded, experienced financial professionals to design the best strategies for you.

Through Stratos Investment Management, we gain access to advanced resources and investment strategies that are nimble, dynamic, and focused on long-term success. With a disciplined approach to portfolio management, we’re able to adapt and capitalize on opportunities in the marketplace to keep your investments always working towards your objectives.

Our Strategy to Managing Risk

Effective risk management is at the core of everything we do. We know that reducing risk while seeking strong returns requires a careful balance. Our approach doesn’t just shield your assets—it actively works to manage performance while keeping risks in check. We build a portfolio that is well-diversified, but also tactical, so we can quickly adjust to market shifts and seize the right opportunities as they arise.

Our Promise

Get Started with a Dedicated Investment Partner in Michigan

By working with us, you’re choosing a team of professionals who are committed to your success and focused on delivering the results you need to pursue your financial future.

Book A Consultation

 Ready to take control of your financial future?

Contact us today to schedule a consultation and discover how our personalized investment management services in Michigan can help you reach your financial goals with confidence.

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Securities offered through LPL Financial, member of FINRA / SiPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity 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.

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Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor DBA The Valletta Group. Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com].

The Valletta Group offers its financial services through Stratos Wealth Partners, Ltd., (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”) located in Beachwood, Ohio. The Valletta Group operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at https://www.adviserinfo.sec.gov. A copy of the Stratos’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthpartners.com.

Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos’s web site on the Internet should not be construed by any consumer and/or prospective client as Stratos’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos’ current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to Stratos’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third-parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).

Certain portions of Stratos’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agree, as a condition precedent to his/her/its access to Stratos’ web site, to release and hold harmless Stratos, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stratos.