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We Focus On Comprehensive Financial Planning
& the Value of Professional Investment Management

At Strategic Wealth, Inc., we are detail oriented and committed to serving clients at a high level. Through trust and understanding, we aim to provide sound advice and recommendations that will help accelerate you toward your goals.

Investment Planning

Whether you are saving for retirement or have distinctly unique goals in mind, your portfolio should reflect the objectives you have for yourself and your family.

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Comprehensive Financial Planning

Your financial picture consists of complexities ranging from acquiring wealth to preparing for a sound retirement. We’ll help you understand how to use your money now and for generations to come.

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Insurance Planning

A critical part of financial planning, insurance strategies evaluate risks you may encounter and determine the protection you need to remain prepared for life’s potential storms.

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Financial Health Is Your Ultimate Goal, We’ll Work To Help You Get There

Financial Health Is Your Ultimate Goal, We’ll Work To Help You Get There

Founded in 2013, Strategic Wealth, Inc. was built with the foundational belief that wealth is not defined by money. Instead, it’s determined by each individual, their goals and the objectives they’d like to achieve in their lifetime. Having a strategic plan in place will help you accelerate your progress toward your goals, while preparing you for whatever life throws your way. That’s where we come in.

Ready to get started? We’re here to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

<p>When Heirs are Imperfect</p>

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>My Retirement Savings</p>

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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