Our philosophy is simple: Our clients are our most important partner and most valuable asset. SWG takes the role of being your partner seriously. We take great pride in your trust and we work diligently to protect your interests. By working with Strategic Wealth Group, our sole commitment is to being the strongest and best advocate possible for our client. Experience the Strategic Wealth Group Difference.
Client Focus & Attention
Sanjay and Ryan started SWG after many years at larger financial institutions. The struggle between serving a client’s needs while also adhering to a larger institutions bottom line was not a model that suited them well nor was it a model they believed in. They felt there was a great opportunity and need for a financial services firm that focused solely on the client and that has been & will always be the foundation of the firm. Our success is tied directly to the focus & attention we pay to our client and to the success of the relationships therefore making each and every one of our clients valuable to SWG.
Transparency and Independence
By partnering with LPL Financial, the largest independent broker-dealer in the US*, we are able to maintain our independence and remain true to our beliefs. LPL Financial does not offer any proprietary products, and as a result we are not encouraged to place our clients in any particular product. This allows us to offer our clients unbiased and objective advice. We are also able to be completely transparent when it comes to our fees; you will never be surprised by hidden fees when you work with us.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
Because we value the relationship we have with our clients, we offer one point of contact for all your finance needs. Like any successful partnership, we come to serve our client and their advisory teams in a variety of roles. We strive to provide the most efficient and streamlined communication channel for all of our client’s wealth management and business planning needs.