• Welcome to Strategic Advisors LLC

    As our name suggests, we seek to be your strategic advisor in several targeted, important areas of your financial life.

    We are wealth managers, acting as fiduciaries with the highest standards of care as we seek to grow and protect your hard-earned capital.

    We are also retirement-planning specialists, expert at designing, implementing and overseeing 401(k) and other related plans. We aim to maximize owners’ tax deferrals, high-grade your investment choices and lower your fees.

    Wealth Management

    We Offer Personalized Plans to Match Your Needs.

    Strategic Wealth Management Group has been an independent Registered Investment Advisor since 1999. We seek to provide lifetime security and wealth accumulation through sound financial strategies.

    In 2015, we were recognized by New York magazine as one of the New York City metro area’s Five-Star Wealth Managers. This honor, based on a spotless regulatory history and high client retention rates, was granted to less than 10% of the 2,700 independent investment advisors in the New York metro region.

    We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us. We look forward to hearing from you.

    Retirement Plans

    We Maximize Owners’ Contributions, Optimize Investment Performance and Lower Fees

    The quality of a company’s retirement-plan varies dramatically depending on who advises it.  High fees, poor investment choices and sub-optimal plan design are all too common.  At Strategic Advisors Retirement Group, we aim to improve these three critical components of your retirement plan.

    • Whether an existing or new plan, we can structure it to maximize owners’ contributions and tax deferrals. 
    • Our Director of Research was trained as a mutual-fund analyst and knows firsthand what separates long-term quality performers from mediocre ones.
    • Fees, both administrative and fund-related, can almost always be reduced once we review the plan.

    To learn more about either our wealth-management or our retirement-plan arm, click on the red boxes at the top of this page.