Strategic Wealth AdvisorsStrategic

EST. AUM
$159,068,338

CONTACTS
3

CLIENT ACCOUNTS
446

Firm Details

Metro area Syracuse
CRD Number 143462
Website strategicwealthadvisors.net
Client types

Overview

Strategic Wealth Advisors' Wealth and Retirement Planning team consists of highly experienced investment professionals dedicated to providing top-tier wealth management and retirement solutions tailored to each client's unique needs. By working closely with clients, they offer comprehensive services that cover investment and retirement plans, complex estate and tax planning, and various forms of insurance and risk management. The firm is committed to delivering prudent solutions to maximize clients' future positions. Strategic Wealth Advisors employs the "Structured Investing" process, a disciplined portfolio management strategy customized for each client. As a Registered Investment Advisor (RIA) under the United States Securities and Exchange Commission, the firm adheres to the highest legal and ethical standards, acting as a fiduciary. They are required to disclose all fees, expenses, associated risks, and potential conflicts of interest, ensuring complete transparency. In response to market volatility, Strategic Wealth Advisors focuses on achieving financial goals through a time-tested approach that minimizes emotional influence and emphasizes growth and risk reduction in investors' portfolios.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Strategic Wealth AdvisorsStrategic

Platform Details

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