Structured Wealth Management, Inc

EST. AUM
$226,890,000

CONTACTS
2

CLIENT ACCOUNTS
527

Firm Details

Metro area Toledo
CRD Number 146611
Website structuredplan.com
Client types

Overview

Structured Wealth Management is a financial services firm serving Northwest Ohio and Southeast Michigan. The company provides comprehensive wealth planning and retirement advisory services, working with clients—particularly pre-retirees and retirees—to create personalized financial strategies that reflect their unique goals and priorities.

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

Structured Wealth Management, Inc

Platform Details

Investment Preferences

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Address

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