Who We Are
Strategic Wealth Consulting Group, Inc. is an independently owned financial consulting firm with nearly 30 years of industry experience dedicated to providing personalized service to our clients. As an independent wealth management firm, our objective, coupled with the highest level of integrity, personalized service, and unprecedented responsiveness, provides an unbiased approach in servicing and meeting the financial needs of our clients.
What We Do
We work closely with our clients by providing comprehensive wealth management planning and retirement plan solutions in helping achieve and preserve financial wealth success. We concentrate on meeting the complex financial needs of our clients and their families in helping them develop, implement, and monitor strategies designed to enhance and protect their wealth. We focus on more than just your investments and believe the greatest value we can provide is to help you manage your ever changing financial landscape.
Who We Serve
We devote significant time and energy into every client we serve:
We understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer a wide range of services along with the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.
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