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Investment Advisory & Management Services

As we near the end of a long, slow bull market run, Are you concerned about:

  • Strategies designed to manage downside risks and protect assets?
  • Generating income in this low rate environment?
  • Building your Portfolio's Value going forward?
  • Achieving a higher Net-After-Tax return?
  • Active Tax Management?

Let's have a conversation together about how we can help!

As an Independent Registered Investment Adviser (RIA) firm, we have the freedom to craft custom solutions that make sense with various custodial partners. Each solution is designed to help you effectively pursue your financial goals.

Let us use our knowledge and experience,  to provide you with customized investment advice, leading edge solutions and the best possible service.

In addition to traditional tools, Stocks & Bonds and Mutual Funds,  we also have access to

  • Best-in-Class institutional money managers offering rigorous investment selection processes and strategies
  • Best in Class - ETF's and ETF Strategists, providing many different approaches to risk control, market exposures, and opportunities at very low costs.

We believe in providing our clients access to Institutional levels of investment cost, quality and service. Institutional firms offer significant platform infrastructure and expertise in

  • manager selection
  • global asset allocation
  • and portfolio optimization

Providing us with investment strategies designed to meet specific requirements of any client or institution.

LOOKING FOR RETIREMENT PLAN SERVICES?

For Business

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CURIOUS ABOUT OUR 3 KEY AREAS OF FOCUS?

For All

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BOOK A COMPLIMENTARY REVIEW WITH DAVID W. SMITH, CFP®, CHFC®, QPFC AND EXPERIENCE THE DIFFERENCE


STRATEGIC WEALTH MANAGEMENT, LLC, IS A REGISTERED INVESTMENT ADVISER SPECIALIZING IN PROVIDING WEALTH MANAGEMENT SERVICES, COMPREHENSIVE FINANCIAL PLANNING AND CONSULTING SERVICES. SECURITIES ARE OFFERED THROUGH UNITED PLANNERS FINANCIAL SERVICES OF AMERICA, A LIMITED PARTNERSHIP MEMBER FINRA/SIPC. STRATEGIC WEALTH MANAGEMENT, LLC AND UNITED PLANNERS ARE NOT AFFILIATED.