We are dedicated to being on the same side of the table as you when we discuss investments. After all, your success is our success. Since we are compensated as a small percentage of your overall investments, we have a strong vested interest in your success. As your portfolio does well so do we.
READY FOR ANY NEW CHALLENGE
Our story begins with a strong foundation of financial experience and expertise. Drawing from real estate, investment, and tax experts—just to name a few—our wealth group confidently takes on any new challenge. Significant wealth usually means multiple moving parts. We are ready to assist while working with your Real Estate expert or CPA.
HERE TO ASSIST HIGH-NET-WORTH FAMILIES
Leveraging our team's experience, excellence, and dedication, with investment philosophies. We are equipped to handle many facets of any high-net-worth family or individual. Building a financial strategy-and the implementation of working with clients via their CPA and/or Attorney.
OPEN COMMUNICATION & OPEN DOORS
Since we are not captive brokers, we have the freedom to look at the broad picture of investment choices and possibilities without internal sales quotas. We establish a firm foundation to build your wealth, then closely consult with you and ensure we are always on the same page and that you are comfortable with all portfolio decisions and plans.
STRAIGHTFORWARD, OBJECTIVE & TRANSPARENT
Any fees you pay to Strategic Wealth Advisors Group are fees for advice—that is it. As an Investment Advisor Representative we are held to the fiduciary Standard under Investment Advisers Act of 1940. As an Accredited Investment Fiduciary (AIF®) it gives me the ability to implement a prudent process into my investment practice. Our recommendations do not earn us any investment commissions, transaction fees, or hidden compensation. We have created a personalized financial webpage for each of our clients to track what goes on in their portfolios. This allows our clients to check on their financial and retirement plans at any time anywhere. Unlike big “name brand” firms, we are not driven to generate profits by selling proprietary solutions that generate the most revenue. We advocate for you "our client".