We develop recommendations and strategies which are precisely tailored to help achieve specific financial goals. We have found our best clients are those engaged in an ongoing pragmatic analysis of their financial position and the continual refinement of a plan to meet their particular life goals. Our services are complete, comprehensive and personal.
Ability, not age, is what makes us tick. Our size and flexibility work to our advantage in responding carefully, yet quickly, to opportunities to add value to your estate.
Ability, not age, is what makes us tick. Our size and flexibility work to our advantage in responding carefully, yet quickly, to opportunities to add value to your estate.
Services
The professionals at Strategic Wealth Management Group can guide your financial future. If both performance-driven investing and tax and estate planning are vital to your future, Strategic Wealth Management Group, through its business partnership with MACC, a registered broker dealer and MAFM, a registered investment adviser, demonstrates a passion for exceeding the expectations of our clients.
Strategic Wealth Management Group was established in 1993 and our principals have over a century of combined experience in the financial services industry. We were among the first to broadly encourage fee-based, institutional quality, privately managed portfolio services to individuals and businesses.
The principals of Strategic Wealth Management Group, Ltd. provide comprehensive financial consulting and wealth management services. We specialize in the design, implementation, and the ongoing review of performance- driven investment, tax and estate planning programs for individuals and closely-held businesses.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews
Be the first to review Strategic Wealth Management Group.
Write a Review
