5768 Putnam Drive
Strategic Wealth Consulting Group, Inc. is an independently owned financial consulting firm with nearly 30 years of industry experience.
We work closely with our clients by providing comprehensive wealth management planning and retirement plan solutions in helping pursue and preserve financial wealth success.
We devote significant time and energy into every client we serve:
Individuals, Physicians & Dentists and Business Owners
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Personalized Financial Services
Let's build a specialized plan for you.
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
Co-Founder and President
Co-Founder and Executive Vice President, Certified Wealth Strategist ®, Certified Plan Fiduciary Advisor, Accredited Investment Fiduciary ®
Vice President, Financial Consultant
Certified Wealth Strategist®
President, Adams Financial