Strategic Wealth Management Advisors was established to provide business owners, doctors, lawyers, and professional athletes with the comfort of best-in-class advice regarding wealth accumulation and protection. Our goal is to prepare organizations and individuals for a sound, healthy, and prosperous retirement.
To accomplish this goal, we assist business owners and employee's by identifying and understanding the complexities of a corporate client's life. Preserving your assets for generations to come works hand in hand with our overall core beliefs. Planning to protect your wealth through proper documents that will ensure your legacy will continue with your family.
To accomplish this goal, we assist business owners and employee's by identifying and understanding the complexities of a corporate client's life. Preserving your assets for generations to come works hand in hand with our overall core beliefs. Planning to protect your wealth through proper documents that will ensure your legacy will continue with your family.
Services
Strategic Wealth Management Advisors, LLC in Malvern, Pennsylvania was founded with the purpose of adding value for our clients on a consulting basis. Our approach to assets under management is not the typical Wall Street philosophy. Our firm's doctrine is to provide best-in-class wealth managers to meet and exceed our clients' unique investment goals.
Execution of wills drafted by your legal advisors that create testamentary credit shelter and marital trusts, designed to take advantage of the federal exemption from estate taxes and the unlimited marital deduction. This is the typical Credit Shelter Trust/Marital Trust Scheme. Execution of Living Wills, Durable Powers of Attorney, and Health Care Directives drafted by your attorney.
Consider Strategic Wealth Management Advisors, LLC as your outsourced Investment Office, composed of credentialed investment professionals with extensive experience in designing, implementing, and monitoring investment programs for taxable and tax-exempt investors.
We thoroughly assess economic, fiscal and monetary policy, valuation, capital market, regulatory, and risk factors to formulate prudent and timely asset allocation and manager recommendations.We custom-design every portfolio to clients' specific needs and circumstances, integrating tax, liquidity, leverage, and wealth transfer considerations.
We thoroughly assess economic, fiscal and monetary policy, valuation, capital market, regulatory, and risk factors to formulate prudent and timely asset allocation and manager recommendations.We custom-design every portfolio to clients' specific needs and circumstances, integrating tax, liquidity, leverage, and wealth transfer considerations.
Strategic Wealth Management Advisors, LLC, is a registered name for J. Alden Associates, Inc., Alden Capital Management and Alden Securities. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. Investment Advisory services offered through Alden Capital Management, Inc. This site is published for residents of the United States only.
Strategic Wealth Management Advisors was established with one goal in mind - to provide a manager of manager's approach to its clients - creating best-in-class solutions. Through state of the art performance monitoring, SWMA assures each of its clients the appropriate diversification of asset class and risk exposure, reflective of changes in market conditions and financial goals.
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