Strategic Wealth

SWG is a comprehensive financial consulting firm that partners with closely held & family businesses as well as high net worth individuals and families to develop sound asset protection and wealth management strategies. SWG’s goal is to listen and understand our client’s financial objectives and to help them implement the proper roadmap to achieve those goals. Through this comprehensive and objective approach, SWG strives to establish deep, long-lasting and valuable relationships. We can help your business succeed by developing the optimal strategies for: Succession Planning Partnership Agreements Key Person Planning Employee Recruitment and Retention - including corporate retirement planning and group benefits We can help your personal financial plan succeed through our expertise in : Investment Research and Management Risk Management Education Planning Retirement Planning Asset Management and Wealth Planning We work closely with other professional service providers including accountants and attorneys to make sure all of your needs are being taken care of. We partner with LPL Financial to help bring our clients world class research and solutions while providing the expertise and service of a boutique firm. We like to think it gives our clients the best of both worlds.