Who We are
Strategic Wealth Group is an independent financial services firm focused on delivering thoughtful, personalized strategies designed to align with each client’s goals and priorities. As a boutique firm, we offer the flexibility and experience to serve in multiple roles—while providing access to institutional-quality research, tools, and investment solutions.
We combine the personalized service of a boutique firm with the resources of a national platform through our affiliation with LPL Financial. This relationship provides access to institutional research, advanced tools, and a robust investment platform—enhancing our ability to serve clients at a high level.
We currently advise on over $150 million in assets across both individual and corporate relationships. Our clients include business owners, high net worth individuals & families and privately held companies.
We begin by understanding what matters most—your goals, priorities, and long-term vision. From there, we develop a strategy designed to align every financial decision with where you want to go. Our approach is built on long-term relationships, thoughtful guidance, and clear, consistent communication.
