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Our Services

At Strategic Wealth Management Group, we provide assistance in the following areas:

Investment Management Services


What We Do: Since 1999 Strategic Wealth Management Group has provided clients with superior investment management services, grounded in the principles of transparency, independence, and discipline. While taking a long-term approach to investing, we use our own extensive knowledge and experience to implement our time-tested proprietary investment strategy.

The Process: Whether creating portfolios in accordance to your individual objectives, or if you’re an endowment or foundation, within the constraints of your investment policy statements, we have brought together the benefits of 21st century digital efficiencies with traditional active management

At Strategic Wealth Management we developed our Select family of tax efficient portfolio models to provide clients the level of security they seek in the growth and preservation of their wealth. Accomplished through sophisticated investment practices channeled through a 21st century digital ecosystem the portfolios typically invest in stocks, bonds, active and indexed ETF's holding either and focused on market characteristics across global spectrums. The overall allocation is then digitally analyzed, allocated, actively managed and monitored.

The Result: We offer clients financial peace of mind.

Wealth Management Services


What We Do: Financial Planning at Strategic Wealth management focuses on financial independence through financial plans, estate plans, college plans, and cash flow management all in conjunction with our Retirement Group’s industry recognized pension and profit sharing plan designs.

The Process: In addition to providing comprehensive Investment Advisory Guidance we also discuss all aspects of Financial Planning including College, Estate, Insurance and Financial Independence Planning.

The decision to work with a professional advisor to help manage your family’s wealth is never an easy one and while sound investment is key to realizing many financial goals, we believe that outsourcing investment decisions is not something any individual or Institution should take lightly. Our first goal is to establish a bridge of trust and in return our only fee is based on assets under management.

The Result: We offer clients financial peace of mind.