Our Services

Strategic Wealth Management Group offers services in the following areas:

Asset Management

Strategic Wealth Management Group, through its business partnership with MACC, a registered broker dealer and MAFM, a registered investment adviser, strives to recommend what is best for our clients. So once we develop a financial strategy, the management and subsequent performance of your assets is what sets us apart from others. It’s our personal, hands-on approach combined with extensive financial planning experience that enables us to retain our clients and attract new ones.

  • Stocks
  • Bonds
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuity

Financial Planning

Many successful individuals find it difficult to set aside the time and attention to plan a financial future. We believe that no two clients have the identical needs or resources. We develop recommendations and strategies which are precisely tailored to help achieve specific financial goals. From our many years of experience we have found our best and most successful clients are those engaged in an ongoing pragmatic analysis of their financial position which involves a continual refinement of a plan to meet their particular goals. The more we know about our clients the easier it is to serve as a partner, keeping only their best interests in mind.

  • IRA
  • College
  • Estate Plans
  • Retirement
  • Tax

Financial Fact Finder

 

Check out a PDF of our Financial Fact Finder.



Retirement Planning

It is never too early nor late to plan for your retirement. With today’s changing tax structures and an impending explosion of baby boomers nearing retirement, we continually hone our strategies and plans for maximum return within your desired goals.

  • Estate Plans
  • Rollover
  • RRSPs
  • RRIFs
  • Annuities

Employer Planning

You’ve invested dearly in your business. Make sure it’s working as hard for you and you do for it. We take great pride in honing strategies to both protect and grow your business. From employee-driven benefits to vital insurance protection, we can help guide your and your company to greater financial independence.

  • 401(k)
  • Profit Sharing
  • Group Benefits
  • Tax

 

Investor Profile

Get started with our Investor Risk Questionnaire. You may print this PDF and bring it with you.



 

Alternative Investments

  • Annuities
  • Hedge Funds
  • REITs

Fee-Based Services

Our clients are high net worth individuals and businesses that demand exceptional financial strategies, personal service, and extreme confidentiality. It is our firm belief that they are better served through fee-based compensation. Better yet, Strategic Wealth Management Group, through its business partnership with MACC, a registered broker dealer and MAFM, a registered investment adviser are independent asset managers who always recommend what’s best for our clients and thereby avoid the lure of commission-driven funds on which giant brokerages rely.


Insurance

Did you know that Strategic Wealth Management can offer individuals, families and groups a variety of insurance coverage at affordable prices? Our clients needs vary based upon their individual situations. Maybe you are self employed and need to purchase your own health, disability or life insurance plans. Perhaps your employer does not offer a health plan, or offers a plan that you find too expensive. We also know that individuals hitting certain milestones in life, such as students graduating from college or early retirees, may need their own health plan, life insurance to cover their mortgage, or long term care insurance. Regardless of your particular situation, we are here to help you meet your insurance needs through long-standing partnerships with expert providers.

  • Individual & Family Health Insurance
  • Group Health Insurance
  • Short Term Medical
  • Travel Accident & International Medical
  • Disability
  • Long Term Care
  • Life Insurance
  • Children’s Life Insurance
  • Fixed and Variable Annuities

Peace of Mind Checklist

Download a copy of our Peace of Mind Checklist.