Strategic Wealth Management (SWM)
Experience the Kind of Financial Relationship That is Right for You
Have a dedicated local team of specialists help you construct and manage a portfolio that is customized to address your own personalized needs.
What Your Relationship Covers
Local, ongoing and comprehensive investment advice and financial planning with a CERTIFIED FINANCIAL PLANNERTM, who creates and implements and investment plan, customized around your own unique financial needs.
- Customized Investment Plan with NO sales charge or loads
- Access to thousands of well known Investment Managers
- Quarterly Performance Reports
- Portfolio Analysis and Optimization
- Retirement, Estate and Tax Planning Strategies
- Intergenerational Wealth Transfer
- Customized Client Reviews
- Income Planning
- Establish and define the client-advisor relationship
- Data gathering and goal setting
- Analyze and evaluate your financial status
- Develop and presentation of recommendations
- Implementation of recommendations
- Monitor progress and adjust recommendations as needed
Being independent means we work for you and only you! You will have access to industry wide resources, allowing free choice of investment options and customization. We partner with you to develop, implement, and monitor a comprehensive investment and financial plan, designed to help you pursue your own unique financial goals.
Strategic Wealth Management is offered through LPL Financial and is available to clients who have at least $50,000 to invest at enrollment. Fees include all equity and fixed income commissions in enrolled accounts. A tiered fee structure, based on eligible assets and no minimum quarterly fees.
Having access to professional, customized services is now achievable on a level playing field.