Strategic Wealth Management, LLC

strategic wealth management, llc is an independent registered investment adviser firm. it offers a wealth management business model. our wealth manager, advisors are certified financial planner certificants, and subscribe to the cfp code of ethics. we provide financial advice & planning, investment services and retirement plan consulting services to our clients on a regular and recurring basis. our client profile would include persons normally age 50+, pre or post retired, business owners and professionals, mid to high net worth clients with a measure of complexity and desire for ongoing counsel, advice and support. our business clients, use us to integrate their business/personal planning to optimize their efforts in wealth building, succession/continuation planning. we have a very active retirement plan consulting and advisory business operating as a 3(21) plan fiduciary.