Private Wealth Management

Strategic Wealth Management, Inc. serves in the role of a trusted advisor. We provide personalized services, through a team approach, to assist our individual clients in achieving their personal and investment goals.  Through SWM, our clients can efficiently access an array of resources to assist them with their planning, decision-making and the implementation of those decisions.  We build long term relationships, based on commitment, trust and confidentiality.  Our goal for our individual clients is “Prosperity with Peace of Mind”.

Private Wealth Management Portfolio Services

• Identification and understanding of client goals and objectives
• Education on the Capital Markets and appropriate investment vehicles
• Portfolio review and risk assessment
• Development of portfolio strategies
• Tax efficient portfolio strategies
• Asset allocation modeling
• Investment policy development
• Investment research, evaluation and selection
• Custody, trading and portfolio implementation
• Portfolio monitoring, measurement, reporting and re-balancing
• Geopolitical and capital market education, review and recommendations

Private Wealth Planning Services

• Retirement Plan consulting 
• Retirement  / Lifestyle cash flow analysis
• Trustee education and consultation
• Estate Planning
• Family wealth transfer strategies
• Charitable gift planning
• Charitable Trust, Foundation, Endowment consulting
• Low cost basis, and concentrated asset strategies
• Stock Option, Warrant and Restricted stock planning
• Risk management recommendations
• Tax minimization planning
• Education planning and funding
• Family financial education
• Business sale / transfer strategies
• Referrals to other qualified professional service providers