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Disability happens to more people, more often than you may think, and it lasts longer, too.
We are a firm of macro financial planners and investment advisory representatives serving clients in 31 states around the country. Our team offers over 75 combined years of experience assisting individuals and business owners protect, grow, enjoy and transfer their wealth.
Strategic Wealth Group is a fee-based firm specializing in holistic planning. In this capacity, we will act as a trusted representative to objectively develop prudent financial strategies that align with your goals.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Imagine your ideal post-pandemic retirement with this animated video.
The 12 Steps to Living Confidently: How to Set Up a Budget