Strategic, Smart, Reliable Retirement and Investment Solutions






The Wealth and Retirement planning team of Strategic Wealth Advisors is a highly experienced group of dedicated investment professionals. Our purpose is to provide Best in Class Wealth Management and Retirement Solutions that are customized for each client's specific needs. Working closely with the client, we provide the ability to fulfill all of the client's needs from comprehensive investment and retirement plans to complex estate and tax planning and all forms of insurance or risk management. The firm meticulously provides the most prudent solutions that maximize the future position of the client. 


Strategic Wealth Advisors serves our clients by utilizing the "Structured Investing" process, a disciplined, portfolio-management strategy custom-tailored for you. We are a Registered Investment Advisor (RIA) registered under the United States Security and Exchange Commission, and as such, we are a Fiduciary and held to the highest Legal and Ethical Standards in providing guidance for our clients. We must disclose all fees, expenses, associated risks, including potential conflicts of interest. We are completely transparent. Today's Market volatility requires a steadfast focus on achieving financial goals. Our time-tested approach filters out the emotion and centers on growth and risk reduction in an investor's portfolio. 

Happy Adventurous Women — Dewitt, NY — Strategic Wealth Advisors

Client Testimonials

Our Core Values

Each Professional Advisor Will

Serve

the financial interests of all the clients. Each professional shall always place the financial interests of the client first. All recommendations to clients and decisions on behalf of clients shall be solely in the interest of providing the highest value and benefit to the client.

Disclose

fully to clients, services provided and compensation received. All financial relationships direct or indirect, between consultants and investment managers, plan officials, beneficiaries, sponsors or any other potential conflicts of interest shall be fully disclosed on a timely basis.

Provide

clients all information related to the investment decision making process as well as other information they may need to make informed decisions based on realistic expectations. All client inquiries shall be answered promptly, completely, and truthfully.

Maintain

the confidentiality of all information entrusted by the client, to the fullest extent permitted by law.

Comply

fully with all statutory and regulatory requirements affecting the delivery of consulting services with clients.

Strive

 to establish and maintain excellence personally and among colleagues in all aspects of investment management consulting, and all aspects of financial services to clients.

Our Mission Statement

Our mission at Strategic Wealth Advisors is to further enhance our client's retirement and reduce their stress through comprehensive consultation, creation, and implementation of our custom-tailored planning process providing them with a lifetime of Secured Retirement Income.


This mission is our guideline that we follow in every operational step. Through the support of our core values and the inclusive actions we take, we guarantee our adherence to our mission statement.

Call us Today at 315-218-7350

NOTICE: Marybeth Petrell and Connie Hohreiter are Registered Representatives of Coastal Equities, Inc. Coastal Equities, Inc. is not affiliated with Strategic Wealth Advisors. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. 

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