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Strategic Wealth Group

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Who We Are 

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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What We Do

We educate our clients and take the mystery out of investing, estate planning, and preserving their wealth.

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How We Do It

Financial planning is more than minimizing risk and protecting assets – it’s about managing your wealth.

 

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What is Your Risk Tolerance?

Capture your risk tolerance and see if your current portfolio fits you.

Free Portfolio Risk Analysis

Download Our App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.