Who We Serve

Strategic Wealth Consulting Group provides comprehensive wealth management planning and retirement plan solutions. We specialize in working with Physicians/Dentists, Business Owners, Non-Profit Organzations, and Federal Government employees. 
Individuals

 

As an independant wealth management firm, we work closely with individual investors by providing financial planning, comprehensive wealth management planning, and retirement plan solutions with the goal of helping them achieve and preserve financial wealth success.  Our autonomy allows us to offer an unbiased objective approach in servicing and addressing our client’s financial needs.

 

 

Non-Profit Organizations

We provide comprehensive Endowment management and investment planning solutions.

We work to identify inefficiencies in current investment stratgegies and make recommendations to work toward overcoming any shortfalls.  We create sophisticated options for asset allocation, diversification (including alternatives), and risk management. 

 

Physicians & Dentists

 

With a team of knowledgeable professionals,  we offer integrated financial planning, designed exclusively for Physicans and Dentists. Our specialists understand doctors’ unique earning, spending and savings patterns across a wide range of specialties and age groups. We design customized financial plans to address the individual needs and objectives of each doctor focusing on retirement planning, risk management, portfolio design, and asset protection. 

 

Federal Employees

Our Certified Federal Benefits Advisors provide group seminars and one-on-one consultations for Federal employees throughout Michigan and Ohio. The seminars are designed to educate the employee helping them navigate through the complexities of options being offered through the Federal Government. 

Business Owners

 

The complexities of owning a business requires professional help to develop plans designed to accumulate, preserve and enjoy the wealth that years of hard work have earned. We bring together a balanced financial platform of business structure optimization, risk management, portfolio design and asset protection. SWC assists business owners by identifying inefficiencies in their existing financial strategies and correct these shortcomings.

 

To schedule a One-on One Consultation with

one of our Advisors, please click on the button below.

One-on-One Consultation