Strategic Wealth Management, LLC

Strategic Wealth Management, LLC helps a select group of individuals and their families achieve their financial goals through comprehensive and ongoing financial advice and personal service. We serve retirees, those who are corporately employed and the self employed.  In addition, we have unique experience supporting the broad spectrum of needs for closely held business owners.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and helps them meet both short and long term objectives.

Our clients benefit from this relationship because we help them: 

  • identify what is important in their lives;
  • prioritize their goals;
  • track their financial affairs more efficiently;
  • create an organized and diversified portfolio;
  • save valuable time, energy, and expense;
  • become more successful in the achievement of their goals.
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

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