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Our Company

Strategic Wealth Management Group has evolved with the goal of assisting our clients in every aspect of their financial lives. We are wealth managers and our firm’s primary focus is an integrated set of advice and asset management services to address the broad financial needs of our clients. Services provided by Strategic Wealth Management Group include discretionary investment management. Our affiliate companies provide retirement plan design, employee benefits, financial planning, estate planning, and tax strategies. We provide these services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. We create and manage portfolios based on the goals and objectives of each client, which we gather through personal discussions. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to obtaining your objectives.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Based upon our years of experience, we understand suitability and take this into consideration before making a recommendation.We take the position that:

You are at a different plateau in your business and family situation than other clients. Before we recommend a financial plan, we want to be certain that you understand the advantages and disadvantages of the strategy you will deploy and of the product you will obtain. Once we are confident that you will be making an informed decision, we then implement your investment plan. If you have any questions about your current financial situation or wish to schedule an appointment, please email us.