Broker Check

3736 Osage Beach Parkway, Osage Beach, MO 65065

(573) 693-9337
smanuel@swealthinc.com
Client Login

Fiduciary Promise

You can expect advice and recommendations based on your unique needs, which are always placed ahead of our own.

Personalized Process

Our tailored, data driven process ensures your financial planning is as unique as you are.

Family Approach

Our family, serving your family. Our rewarding work allows us to combine our love for financial planning with the joy of serving others at a high level.

Invested in Our Community

We proudly support the community in which we live, work and serve by offering ongoing financial and volunteer efforts.

Working With A Financial Planner

A financial planner is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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.

Learn more

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.

Learn more

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.

Learn more
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.

Contact Us

Questions? Comments?

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.
Thank you! Oops!
Schedule time with Shawn