Our Services

Strategic Wealth Management, LLC serves individuals and businesses in all areas of financial management, including:

Retirement Planning --- Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to confidently retire. Managing assets before and during retirement.

Investment Planning --- Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you work toward your goals.

Estate Planning --- Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Tax Management --- Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden.

Education Funding --- Recommending investment and accumulation strategies to help you pay for your children's education.

Employee and Executive Benefits --- Helping your business attract and retain qualified employees.

Risk Assessment and Management --- Reviewing risk exposures and evaluate risk management strategies currently utilized, such as Life Insurance, Disability Insurance & Long Term Care products to guide our clients to the most suitable balance of these programs.

Strategic Wealth Management, LLC's process provides insights that help 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 of plan recommendations whether through our firm or other advisors.