Home
Our Company
Our Team
Our Services
Insights
Tools
- Glossary
- Tax Resources
Account Access
Contact

Q2 2026 Plan Participant Newsletter (Spanish)

Contact

Strategic Wealth Management, LLC

Office: 817.391.1090

Fax: 817.391.1091

2812 Bedford Rd, Suite 200

Bedford, TX 76021

Send an Email

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Client Relationship Summary (CRS) -Part 3 Relationship Summary

Securities offered through LPL Financial, member FINRA/SIPC.

Investment advice offered through Strategic Wealth Management, LLC, a Registered Investment Advisor and a separate entity from LPL Financial. Advisory services are only offered to clients or prospective clients where Strategic Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Strategic Wealth Management, LLC unless a client service agreement is in place.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, ID, KS, OK, TN, TX, and WA.