Strategic Wealth

At Strategic Wealth Group our team of dedicated advisors and support staff have our client’s goals in mind every step of the way. From the first meeting onward, we use sophisticated financial, tax, and estate planning strategies that our clients can feel confident about. We know that financial plans are forever evolving, so our plans are built to change as your financial journey changes. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Strategic Wealth Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.