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Discover the difference
of investing with Strategic Wealth.

Integrated Investment Management Strategies to Help You Succeed in the Long Run

Investment management is a group of financial services that includes the professional management of a portfolio holding bonds, stocks, securities, and other assets. That's why investment management is sometimes referred to as asset management or portfolio management. Investment managers will often buy and sell assets to help their clients pursue specified investment goals. One of the big advantages of having professional investment management is that the entire process can be simplified for a client, and all the complex issues involved can be effectively dealt with by an experienced financial specialist.

We know that investment management can feel overwhelming, especially alongside the complexities of everyday life. But, working with a team that has your best interests in mind can be the key to achieving clarity.

Our role as your investment manager is similar to that of a doctor - we perform a financial physical, diagnose the issues in the health of your finances, and prescribe a plan to help you pursue your goals. 

When we approach your financial life in this way we ensure that your family’s financial strategy is...

  • Flexible
  • Cost-Efficient
  • Easily Adjusted

    ...based on your circumstances, the economic landscape, and market conditions.

Investment Management Aimed at Preservation and Growth

Investment management takes into account opportunities for growth as well as several points of erosion that may affect your retirement savings and income.

These may include:

  • Overvalued Market Risk
  • Rising Interest Rates
  • End of a Bull Market
  • Inflation
  • Taxes

What we bring to the table

At Strategic Wealth, Inc., we strive to deliver optimal results from any transactions we undertake on behalf of our clients. In order to have the best chance for successful outcomes, we routinely align our actions to your stated goals and objectives. Before we take any actions whatsoever, you can count on us taking the time to find out exactly what you want to achieve. That being the case, we'll ask some of the following questions:

  • What age would you like to retire by?
  • How much risk are you comfortable with in your financial transactions and overall status?
  • How much money can you comfortably afford to invest at the present time?
  • Are you more interested in short-term returns, or in returns for the longer term?
  • What kind of options do you have in your 401(k) and your retirement fund?
  • Do you have an emergency fund setup?
  • If something were to happen to you, is your family provided for currently?

The answers to these questions will provide us with a solid starting point in the effort to fully understand your financial situation. When we know what we need to in order to effectively represent you, we'll be ready to start delivering the optimal investment management service to you.

Contact Us

We know there are plenty of investment management services that you could choose - so why choose us? For one thing, you won't find a financial firm that prides itself on honesty and integrity like we do. In today's cut-throat world, that's saying a lot. We will also deliver the maximum level of personal attention to you, such that you may come to believe you're our only client. Another thing you may find impressive is that our specialists are committed to lifelong learning, which means they're always striving to become more knowledgeable, and to bring that knowledge to bear for you. Contact us today with any questions you may have about our services, or to setup an initial consultation.

Let’s align your investments with the goals you have in mind!

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Frequently Asked Questions

It's important because it can help you to diversify your portfolio, thus mitigating the risk of financial loss. In addition, you'll generally be able to secure a better return rate, and it will go a long way toward helping to secure your future.

There are some fairly complex issues involved, for instance tax strategies, legacy planning, inheritance, and retirement income planning. A professional will have significant experience managing all these issues. You may also want your investment manager to handle other financial issues such as cash-flow planning, debt management, and insurance policies.

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