Welcome to Strategic Wealth Group
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.
Our Process and Philosophy
We create strategies that are tailored to your needs and goals.
Our Team
Years of experience have prepared us to guide you through your life transitions.
Forbes Top Financial Security Professionals
John Lentz has recently ranked amongst the top financial security professionals in America. His dedication and expertise has landed him in the top 100 professionals in his field according to Forbes.
John Lentz- Cash Flow + Small Business Podcast
Listen to Dr. Daniel Crosby and John Lentz discuss how to create cash flows and avoid unnecessary mistakes as a small business owner.
