Strategic Wealth Management, LLC is an independent, fee-based financial planning firm offering comprehensive services. We are committed to helping our clients build wealth and reduce the risks to their hard-earned assets. Completely independent, our loyalty belongs exclusively to our clients! We offer a wide range of quality financial and risk management strategies combined with the knowledge and experience of our financial professionals.

We serve retirees, those who are corporately employed and the self-employed. In addition, we have experience supporting the broad spectrum of needs for closely held business owners.

We are dedicated to providing our clients with:

Customized Strategies: We guide our clients through a one-on-one process to analyze their unique situation, provide education on compatible strategies and work with them to help ensure the plan is effectively implemented.

Client-Centered Support:  At every inflection point, our client is central to every decision and recommendation.  Accessibility, timely responses, as well as a proactive approach to providing our clients with the tools needed to pursue their goals, is what every client can expect.