Who We Are

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, build, 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.  

Additionally, we can assist you in the selection of the most appropriate financial products and tools to help you work towards financial confidence and eventual independence. Collectively, these instruments are aimed to help produce financial stability today and growth for the future.

Supported by a knowledgeable and professional network of Strategic Alliances, as well as a phenomenal administrative staff, Strategic Wealth Group is prepared to help put the systems and strategies in place to help you reach your full financial potential!