Strategic Wealth Management, Inc. is an independent investment advisor, providing Investment Advisory and / or Investment Management Consulting services to institutional and private investors. We dedicate ourselves to providing our clients with integrated investment portfolio consulting services of the highest quality.
Sound, intelligent investing requires knowledge, discipline and professional skills. Above all, we believe that adherence to investment disciplines is the key to successful investment results. We focus our skills and resources to provide our clients with the highest level of personalized services and custom solutions, while consistently applying proven disciplines of The Prudent Investment ProcessTM.
We align our interests with those of our clients and expend our energies to assist them in achieving their investment goals.