top of page

ESTATE
PLANNING 

Defining Your Legacy

Everyone has an estate, regardless of size. Your assets—from your home to your savings—represent your estate. Estate planning isn't just about what happens after you're gone; it's about safeguarding your future and protecting your loved ones. It's about ensuring your wishes are honored, reducing uncertainty, and providing comfort.

Schedule your free consultation and let us help you protect what matters most.

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

​With over two decades of experience, we seek to simplify the process of safeguarding your wealth and helping ensure your wishes are honored.


Our Estate Planning services include:


•    Comprehensive estate analysis to identify opportunities
•    Collaboration with your legal and tax teams
 

Let us help you build a legacy that endures.

​

Key Estate Planning Documents

  • Durable Power of Attorney: Appoints someone to manage your financial affairs if you become unable to do so.

  • Letter of Instruction: Outlines your wishes and provides guidance for your loved ones.

  • Living Will: Expresses your preferences for life-sustaining treatment.

  • Healthcare Power of Attorney: Appoints someone to make medical decisions for you.

  • Will: Instructs how your assets should be distributed upon your death.

  • Beneficiary Designations: Specifies who receives your assets from specific accounts or policies.

 

 

Note: These are general overviews. M&M Wealth Advisory does not offer legal advice or services. Consult with an attorney for personalized advice.

mmAlt-reversed-wide wix website.png

1738 Elton Rd, Suite 312

Silver Spring, MD 20903

​

Phone: (301) 828-2605
Fax: (301) 637-0232

​

Info@MMWealthAdvisory.com

​

​

STRATOS FORM CRS

​

​​​Privacy Policy

Accessibility Statement

​​​

​

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and M&M Wealth Advisory are separate entities.

 

The M&M Wealth Advisory site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the M&M Wealth Advisory web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation by M&M Wealth Advisory to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed. The investment returns and principal value of the portfolio will fluctuate so that the value of an investor’s account, when redeemed, may be worth more or less than their original value.

 

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 Stratos), will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). If you have any questions regarding the information on this website, please consult with your financial advisor.  No strategy assures success or protects against loss.

​

​

© 2025 M&M Wealth Advisory LLC. All Rights Reserved.

​​​

bottom of page