New practice brings personalized financial planning to clients in Upstate New York and beyond

SYRACUSE, N.Y., Aug. 13, 2025 /PRNewswire/ -- Stratos Wealth Management, the LPL Financial Corporate RIA channel of Stratos Wealth Partners, is pleased to announce that Financial Advisor Jeremy Caza has launched his new wealth management practice, Carta Wealth Planning.

Caza, a seasoned advisor with over two decades of experience, most recently served clients through a bank wealth management program in the Syracuse area. He began his career at Lincoln Financial Advisors before joining Invest Financial Corporation, which later became part of LPL Financial.

"We're excited to launch Carta Wealth Planning and continue delivering customized financial planning to individuals and families across Upstate New York and beyond," said Caza. "Our mission is to help clients navigate life and pursue the goals they've set for themselves and their loved ones. We're also looking forward to relocating to downtown Syracuse and contributing to the city's ongoing renewal."

Michael O'Brien, Managing Partner at Stratos Wealth Partners, added, "Stratos is dedicated to supporting experienced financial professionals like Jeremy as they establish and grow their practices. With the resources and flexibility available through our platform, Jeremy can continue to focus on delivering high-quality service tailored to his clients' unique needs. We're honored to support him on this next step in his journey."

Carta Wealth Planning is located at 250 South Clinton Street, Syracuse, NY, and can be reached at 315-234-5157.

For more information, visit www.cartawealthplanning.com

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 

Media Contact:
Donald C. Cutler or Lorene Yue
Haven Tower Group
424.317.4864 or 424.317.4854
dcutler@haventower.com or lyue@haventower.com

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SOURCE SW Management