The life planning team of Strategic Wealth Advisors is a service-oriented group of investment professionals. We maintain strategic alliances with a group of professionals to handle all of the client's needs from the complex estate and tax planning to all forms of risk management. The firm meticulously provides the most prudent vehicles that maximize the future and the position of the client.
Strategic Wealth Advisors serves our clients by utilizing the "Structured Investing" process, a disciplined, portfolio-management program custom-tailored for you. We are a Registered Investment Advisor and wealth management firm, and as such, we have a legal and ethical fiduciary responsibility to act in the best interest of our clients.
Strategic Wealth Advisors serves our clients by utilizing the "Structured Investing" process, a disciplined, portfolio-management program custom-tailored for you. We are a Registered Investment Advisor and wealth management firm, and as such, we have a legal and ethical fiduciary responsibility to act in the best interest of our clients.
Services
Mr. Petrell has over twenty eight years investment experience in both a retail and wholesale capacity. Mr. Petrell's primary responsibilities are in the construction and allocation of client portfolios for Strategic Wealth Advisors. Mr. Petrell is actively involved in the initial consultation and construction of the Investment Policy Statements and the production of the final investment plan.
Strategic Wealth Advisors will develop a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. All customer funds are held at Charles Schwab, NFS LLC, Fidelity, TD Ameritrade, Pershing, and First Clearing. We do not hold funds directly.
As a client, you are offered a portfolio custom built to your specifications, including your investment objectives, comfort with risk, and time horizon. Every portfolio adheres to a clear asset allocation strategy, strict fund selection parameters, and a rigorous risk management discipline. This well-defined structure is designed to deliver expected returns for your chosen level of risk.
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