Our Services

Strategic Wealth Advisors will develop a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.  All customer funds are held at Charles Schwab, NFS LLC, Fidelity and Legent Clearing.  We do not hold funds directly.  Daily access to all account information is available online through a secure link on our website.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following process.