Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Strategic Wealth Management Group

linklinkedinfacebooktwitter

at strategic wealth management, our mission is to help our clients make the most of their financial lives. we provide personalised strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. in order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. we focus on enhancing the security of our clients’ accumulated wealth during their lifetimes and beyond. as independent fee only advisors we act as valued partners who can help tie your investment plan to your overall life plan. not only can we provide you with guidance, counselling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected…and unexpected. we work as your partner, providing you with counsel on an ongoing basis

Headquarters:
Auckland, New Zealand
Industry:
Financial Services
Founded:
-
Employees:
17
Annual Revenue:
-

Type: Private
Ticker: -
United States 16New Zealand 1
Private Wealth ManagementEstate and Trust PlanningFinancial Planning & StrategyAsset AllocationAsset Management & PlanningRetirement Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Strategic Wealth Management Group

Let us help answer the most common questions you might have.

Where is Strategic Wealth Management Group located?

angle left

Strategic Wealth Management Group's headquarters is located at Auckland, New Zealand

What is Strategic Wealth Management Group's official website?

angle left

Strategic Wealth Management Group's official website is swmgroup.co.nz

What is Strategic Wealth Management Group's SIC code?

angle left
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Strategic Wealth Management Group's NAICS code?

angle left
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Strategic Wealth Management Group have?

angle left

Strategic Wealth Management Group has 17 employees

What industry does Strategic Wealth Management Group belong to?

angle left

Strategic Wealth Management Group is in the industry of: Financial Services

What are Strategic Wealth Management Group's social media links?

angle left

Strategic Wealth Management Group Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog