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Strategic Wealth Advisory

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area San Jose
CRD Number
Website yourstrategicwealth.com
Client types

Overview

Strategic Wealth Advisory is an independent, fiduciary wealth-management firm that provides comprehensive financial planning and investment advisory services to individuals, families, retirees, business owners, and agricultural/farming clients. The firm emphasizes risk-managed strategies designed to protect accumulated wealth while supporting long-term financial goals. Its approach is centered on personalized planning, stability, and disciplined portfolio construction rather than high-risk return seeking.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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