Advisor Details

Financial Advisor in Kensington, MD

Personal Bio

Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management (which has since grown into Stratus Wealth Advisors) in July 2013 to provide goals-based investment management to individuals and small businesses. As the firm grew, an increasing number of small business clients sought Sam’s advice on their own business growth issues, including valuation, tax strategy and M&A. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve his business clients.

Sam earned his BA in Economics from Loyola University in Maryland and his MBA from the University of Maryland's Robert H. Smith School of Business. Prior to forming Stratus, Sam worked in trading and research at two investment banks, where he became a CFA Charterholder, and was an economic consultant analyzing structured financial products and other fixed income securities.

Sam and his wife Sara live in Kensington, Maryland, with their sons Felix and Finn. In his free time, Sam gives back to his community by coaching swimming in the DC area and is an avid fly fisherman.

Firm Name

Stratus Wealth Advisors

Firm Bio

Individuals face a variety of decisions about their financial lives and futures. If they are small business owners, those decisions increase exponentially and cannot be completely separated from their personal financial lives. Imagine being able to turn to one trusted advisor to help with your personal and business decisions and to coordinate the work of your other professionals, including CPAs, business attorneys, tax specialists and estate planning attorneys.

Our philosophy is built on four pillars: Transparency, Knowledge, Confidence and Commitment. Taking a holistic approach, we start each client relationship with a conversation so that we can learn about each other. If we are to create the type of trust that goes with being your life-long financial partner, we need to listen so that we can understand you and where you want to go. We focus on helping you define your goals, expectations and concerns, both personally and professionally. Once we know you and your family we can work with you to develop a risk-based asset allocation strategy, business strategy, and a legacy plan to help manage your wealth now and for future generations.

Learn more at https://stratuswealthadvisors.com

Firm SEC/CRD #

169038

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Advisor SEC/CRD #

5219809

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    Disclaimer

    Important Disclosures


    The Stratus Wealth Advisors (“SWA”) website and its contents are for information and educational purposes only. SWA is the holding company for three independent subsidiaries, Stratus Legacy Planning (SLP), Stratus Capital Management (SCM) and Stratus Valuation (SV).  Stratus Legacy Planning is a wholly owned subsidiary of Stratus Wealth Advisors that provides non-investment consulting services related to legacy planning coordination and strategy and communication among your network of estate and tax advisors. Investment advisory and financial planning services are offered through Stratus Capital Management, an affiliate of Stratus Legacy Planning.

    Although this website may provide information relating to types of clients, approaches to investing, investment processes or types of securities and investments you might buy or sell, no information available through the website is intended or should be construed as an investment recommendation or endorsement from SWA. Nothing on this website shall be considered a solicitation, offer to buy or sell or recommendation to hold any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained on this website constitutes investment advice and the views expressed on this website should not be taken as advice to buy, sell or hold any security or whether any security or investment will be profitable. Further, content on this website should not be interpreted as legal, accounting, insurance, or tax advice.

    The views expressed on this website were prepared by SWA based on information available at the time such views were written and these views are subject to change based on updated or newly available information. Further, the past performance of any investment or investment strategy is not indicative of future performance. With any investment, returns are variable and an investor could lose money.

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    SCM is a registered investment advisor in the state of Maryland. SCM and any investment advisor representatives of SCM may only transact business in a state if first licensed, excluded or exempted from the applicable licensing requirements. Any subsequent communications by SCM and its investment advisor representatives that involve either effecting or attempting to effect transactions in securities or rendering of personalized investment advice for compensation will not be made without complying with appropriate state registration requirements or obtaining an applicable exemption or exclusion.

    Additional information, including advisory fees and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC's website.

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Contact:

9615 Kingston Road
Kensington, MD 20895

sbrownell@stratuswealthadvisors.com

(301) 873-4602

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