How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
JAMES V. LUPICA, MBA
Founding & Managing Partner
(330) 666-8063
SAMUEL LUPICA
Founding Partner & Wealth Advisor
Sam Lupica is a Founding Partner with Stratos Wealth Partners, an advisor run organization specializing in financial planning for their clients’ every need. Stratos is a national network of advisors powered by LPL Financial. Sam...
Tami Moon
Office Manager & Client Service Associate
(234) 678-4812
Tami has served in the financial services industry for the past 21 years. During her first five years she worked in retail banking, first, as a new accounts representative and then as a home equity loan officer. She left banking to...