Solutions for Individuals

Strategic Wealth Management, LLC offers our clients various solutions to their financial needs. 

Fee Based Financial Planning
Our process provides insights beyond that of most planners, allowing us to better guide our clients through the decision making process.  As a result of our process, certain products and strategies may be implemented.  We provide support in the implementation process of each plan whether through other advisors or those items implemented through our firm.

Money Management
Through our multi-tiered platforms, we are able to assist with large investment programs, supporting strategies from actively managed individual securities accounts through institutional money managers to the small college savings program or retirement account rollover.

Alternative Investments*
We offer a suite of options including REITS, Equipment Leasing, Hedge Funds and Oil and Gas partnerships.  We impose a vigorous screening process on investments in this category.  Many of these alternative investments are not correlated to the stock and bond markets, offering unique planning opportunities.  Certain alternative investments offer tax advantages to individuals in high income tax brackets.

Insurance Products
Our knowledge of insurance offerings in the areas of Life, Disability, Long Term Care and Health helps us to guide our clients in making suitable choices in a world of overwhelming choices. 
 

*Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees.  These investments may not be appropriate for all investors.