As income specialists, we understand the more wealth you accumulate, the more options, obstacles and challenges you face. While your financial life remains complex, we can greatly simplify the management of it. We offer clients professional guidance with the goal of helping them build, preserve, and transfer wealth. Managing wealth successfully requires a broad range of options. We work with you to craft a comprehensive plan for your immediate and long-term needs.
As an independent financial services firm, we here at Strategic Wealth Management Group have the freedom to choose the strategies that work best for each individual client. Getting to know our clients’ financial needs, ultimate objectives, attitudes, time frames, and tolerance for risk is the basis upon which we determine the strategies, services, and products that are suitable for them. To help clients enhance the potential of their assets, we have access to LPL’s comprehensive research tools, a vast array of financial products, up-to-date technology, and the backing of LPL Financial, the number one independent brokerage firm in the United States*. LPL provides everything we need to help our clients efficiently and confidently pursue a rewarding financial future.
Since our firm offers no products of its own, we can devote all of our time and talent to understanding our clients’ situations and implementing the strategies that can best address their needs. Together we utilize a variety of securities, mutual funds, variable and fixed annuities, and a menu of fixed-income instruments that seek to provide dependable cash flow. Whether your needs are funding a rewarding and dignified retirement, providing college educations for children and grandchildren, developing a tax-efficient estate strategy, or providing risk management policies to protect families or businesses, we have the resources to help you address your individual goals.
Since the ultimate decision belongs to the client, it is important to provide the information that he or she needs to make informed decisions. Through LPL, we offer educational resources, including financial websites, newsletters, seminars, and with one-on-one counseling, we can help our clients become comfortable with their decisions.
It would be our privilege to work with you on a strategy to address your specific financial goals. To arrange a no-obligation consultation, please don’t hesitate to contact us at (702) 233-4423.
We are completely confident that our services will be not only exceptional but insightful and will be encouraging in developing a long term and extremely successful relationship in the future.
* As reported in Financial Planning magazine 1996-2016, based on total revenues.