Broker Check

Home Page text


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.

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 the most effective advocate possible for our client.  Experience the Strategic Wealth Group Difference.

Client Focus & Attention

The founders of The Strategic Wealth Group 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 those relationships. This results in making each and every one of our clients valuable to SWG and its success.

Transparency and Independence

Our partnership with LPL Financial, the largest independent broker-dealer in the US*, allows us to maintain our independence and remain true to our beliefs.  Since LPL Financial does not offer any proprietary products, we are not encouraged to place our clients in specific products.  This allows us to offer unbiased and objective advice based on our clients specific financial goals.  This also enables us 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 1996-2017, based on total revenue.

Comprehensive Approach

We value the relationship we have with our clients, and to protect that relationship we offer one point of contact for all your finance needs.  Like any successful partnership, we serve our clients 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.