strategic wealth management

we are committed to helping our clients build wealth and reduce the risks to their hard-earned assets. we offer a wide range of quality financial and risk management strategies combined with the knowledge and experience of our financial professionals. we serve retirees, those who are corporately employed and the self-employed. customized strategies: we guide our clients through a one-on-one process to analyze their unique situation, provide education on compatible strategies and work with them to help ensure the plan is effectively implemented. accessibility, timely responses, as well as a proactive approach to providing our clients with the tools needed to pursue their goals, is what every client can expect. the risks and rewards of owning and running a closely held business is something we know well. let us show you a path for reducing risks, increase the probability of the outcomes you seek and provide you with time to enjoy the rewards of a successful business. we serve as a guide through the steps needed to ensure you are taking important factors into consideration when managing assets for the organizations benefit.

the content is developed from sources believed to be providing accurate information. the information in this material is not intended as tax or legal advice. some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest. the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. investment advice offered through strategic wealth management, llc, a registered investment advisor and a separate entity from lpl financial. advisory services are only offered to clients or prospective clients where strategic wealth management, llc and its representatives are properly licensed or exempt from licensure. past performance is no guarantee of future returns. no advice may be rendered by strategic wealth management, llc unless a client service agreement is in place.

we have found our best clients are those engaged in an ongoing pragmatic analysis of their financial position and the continual refinement of a plan to meet their particular life goals. the content is developed from sources believed to be providing accurate information. the information in this material is not intended as tax or legal advice.

some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest. the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. investment advisory services provided by newedge advisors, llc doing business as strategic wealth management group, ltd. as a registered investment adviser. strategic wealth management group, ltd. is not a registered entity or a subsidiary or a control affiliate of newedge advisors, llc or newedge securities, inc.  newedge advisors, llc and newedge securities, inc. are wholly owned subsidiaries of newedge capital group, llc.

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