Accredited Investment Fiduciary®LPL Registered Principal
Financial Paraplanner Qualified Professional™ LPL Licensed Sales Assistant
Wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA) and nation’s largest independent broker/dealer
At Strategic Wealth Management Group, we are committed to building long-term relationships with clients and helping them establish and pursue their goals. Our in-depth process begins with listening to you, analyzing your situation, circumstances, goals, and objectives, and recommending strategies to work towards your goals. Having a team of AIF®,CFP®,FPQP™, MBA, and AAMS® professionals with nearly 75 years of combined experience allows us to utilize the talents, skills and experience of our team members collectively while remaining independent and unbiased in our investment advice and planning. We also leverage integrated industry technology to be able to include and incorporate the input from other trusted advisors and build a framework in working towards success.
Today’s investor is faced with a wide array of financial concerns- from providing for a college education, to preparing for retirement, to planning your estate, to supporting an aging parent. You’re also confronted with an ever-growing number of investment and insurance products and services. The need for competent, objective, financial guidance has never been greater.
Strategic Wealth Management Group, Inc. is a locally owned, full service financial consulting firm for individuals, corporations, and trust accounts. As an independent financial services company, Strategic Wealth Management Group has the freedom to choose the options that work best for each individual client.
Through a personalized approach, clients have the confidence of knowing that their financial future is being managed by a firm that understands their specific needs- a firm that is dedicated to exceeding client expectations by offering access to competitive products and services that are backed by a high level of integrity, experience, and reliability. Our dedication to superior client service has brought us to the internet as we endeavor to provide the highest quality professional service and guidance. Our website has become a trusted resource for our clients, while providing visitors with the opportunity to learn more about what makes our firm highly customized. Strategic Wealth Management Group invites you to browse our website and gain knowledge on the financial investment industry as a whole.
Everything you need to know about Strategic Wealth Management Group, Inc. is at your fingertips, simply click to find out more. Enjoy!
While our website provides fast and convenient access to a wide range of information, it is no substitute for the individual attention and customization support we provide to our clients. We work very hard to provide independent investment and wealth management programs that effectively reflect the unique needs and preferences of each individual client. Please don’t hesitate to contact us personally to inquire about our services or to request more information, our team would be happy to hear from you.
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