Strategic Wealth Group

Strategic Wealth Group Registered Investment Advisor, LLC (“SWG”) was formed in 2016 with the idea to help financial advisors and their firms continue to grow over the next 20-30 years in the independent financial services space.

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Strategic Wealth Group

Strategic Wealth Group Registered Investment Advisor, LLC was formed in 2016 with the idea to help financial advisors and their firms continue to grow over the next 20-30 years in the independent financial services space. How can a financial Advisor and/or his or her firm, continue to grow in a world of DOL, increased compliance costs, fee compression, and increased legal liability? Captive Broker/Dealers, Independent Broker/Dealers, State registered RIAs and even a lot of SEC registered RIA’s have not figured it out.

About Us

SWG is an independent Hybrid RIA utilizing LPL Financial as our Broker/dealer with Charles Schwab and LPL serving as custodians, giving you, the advisor the choice of where to custody your clients assets. More Info

Your Team

Our mission:  Provide the independent financial advisor and business owner the opportunity to outsource his or her compliance costs for a fraction of what they cost currently. More Info

Model Managment

Through feedback from our partners we have invested in developing various investment models.  These models are designed for the Financial Advisor and/or team that is accustomed to “out-sourcing “money management functions. More Info

Retail Investors

You might be thinking what is Strategic Wealth Group and how do they have anything to do with my investments and my financial advisor/firm? More Info

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Strategic Wealth Group RIA, a registered investment advisor. Strategic Wealth Group RIA is a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, IL, IA, MI, MN, MO, NE, ND, PA, SC, TX, WA and WI.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Additional information about Strategic Wealth Group and our advisors is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for Strategic Wealth Group, Registered Investment Advisor or by our CRD number 284430. Registration as an investment advisor does not imply a certain level of skill or training.

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