Our Strategy

Our experience in wealth management enables us to help you understand the challenges you can potentially face and affords you the guidance you may need to take advantage of your opportunities. Strategic Wealth Management Group, Inc. understands that your needs are unique and that you want the professional guidance you can trust. Our income specialists are knowledgeable and well-versed in the wealth management process and are more than willing to help you with your particular needs.

With this, our strategy remains simple. We strive to develop meaningful relationships with our clients by keeping open communication in developing and maintaining their financial needs. We educate them on what wealth management is and how it works and also discuss how we build and maintain their wealth management portfolio. Let our income specialists cater to your financial needs.

Our Focus:

Strategic Wealth Management Group, Inc has placed much time and effort to afford clients the understanding of why wealth management is important.

Wealth management is an ongoing process of financial planning. It involves more than just setting up a plan or portfolio; it is the development of a client advisor relationship where we, as income specialists, use our knowledge and experience to strategically evaluate and guide you toward managing your financial goals now and in the future. Wealth management is not a product, but rather a new model for delivering a suite of services and managing client relationships.

It is the management of your wealth, assets, and investments with respect to where you want them in your future. It is our knowledge and specialization that can help guide you to work towards your financial needs, wants, and objectives.

Listed below are five facts we feel everyone should know and take into consideration when looking into developing a wealth management plan.

Fact 1- Wealth Management is a dynamic process

Wealth creates uncommon challenges and uncommon opportunities. Markets rise and fall, portfolios fluctuate, tax and estate laws are revised and repealed, all illustrating that the parameters of your wealth can change.

Fact 2- With wealth comes many rewards and also many challenges

There are many challenges to creating, protecting, and preserving wealth. A prudent wealth management plan should help create and implement solutions. It should be able to turn those challenges you face into rewards.

Fact 3- Your future begins with a plan

Your wealth will be a part of your legacy. In order for you to pass on your livelihood to future generations, you must be able to develop and integrate a wealth management plan. For you to benefit from any wealth management plan, careful evaluation of your financial objectives must be considered. Our process involves four steps: establish objectives, set a strategy, implement the strategy, and review the progress. These easily manageable steps will allow one to accurately guide you toward your financial goals.

Fact 4- Managing wealth requires a broad range of solutions

Many firms, like us, offer a range of services to address your financial needs. It is important to have your advisor discuss your options in explicit detail so that you can better help choose which one will be most beneficial to your lifestyle and your needs.

Fact 5- Retirement Investing

Bottom line- you’ve worked hard to create your wealth. You want to grow it, but want to guard against risk. A financial advisor can help you make informed and strategic decisions regarding your income. The guidance is/should be case-specific and focuses on your unique needs.

Our Process:

Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education, or planning for retirement.

The financial planning process here at Strategic Wealth Management Group, consists of four steps that evaluate where you are financially. Using these steps, you can work out where you are now, what you may need in the future, and what you must do to work towards your goals.

Our process involves gathering relevant financial information, setting life goals, examining your current financial status, and coming up with a strategy or plan for how you can pursue your goals given your current situation and future plans.

The following are the four steps that we use to develop your wealth management portfolio:


First, we need to establish your personal financial objectives. To help you assess your goals we take a look at your total financial picture, including where you are right now, where you want to be, and when you want to be there. We then build a detailed financial profile using:

  • Your personal balance sheet
  • Your current assets allocation
  • Your tolerance for risk
  • The time horizon associated with each of your goals
  • Whether you are concerned mainly with building your wealth, preserving it or passing it on to others


Once we have an understanding of your objectives, we then develop a comprehensive wealth management plan that identifies opportunities and determines your portfolio asset allocation strategy. This includes:

  • Reviewing fundamental investment principle against your goals
  • Selecting appropriate asset classes and diversification strategies
  • Choosing risk management strategies to help manage concentrated stock positions
  • Determining performance benchmarks


Once a strategy has been set, we help you select and implement these approaches according to your financial plan and asset allocation strategy. This includes:

  • Selection investment products and managers
  • Considering personal and charitable trusts
  • Looking at lending strategies to improve cash flow


Market conditions, your personal situation, and your goals will change over time. Portfolio review and rebalancing is an integral part of the wealth management process. This step includes:

  • Monitoring portfolio performance and results to evaluate progress
  • Reviewing objectives and adjusting strategies as needed

Investing involves risk including loss of principal.  No strategy assures success or can protect against loss.