ABOUT US



About SWG_ml

The Strategic Wealth Group is an independent financial services and consulting firm focused on developing customized strategies designed to fit the needs of corporate and individual clients.

SWG is a boutique shop that has the flexibility and expertise to assist our clients in a multitude of roles as well as provides access to professional research and products.  Our team consists of hand-picked experienced advisors and a strong back office. Together we work with our clients to pursue our client’s financial objectives. 

While it is important for us to maintain the benefits of a boutique firm, we have affiliated our advisors with the national independent brokerage firm LPL Financial.  This enables us to provide our clients professional research, tools and investment platforms.

We are currently managing over $50 million in brokerage and advisory assets for our corporate and personal wealth clients as of June 2013.