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?

 

 

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?

Strategic Wealth Group was formed because our financial advisors wanted to offer something better to our clients. We wanted to minimize any potential conflicts of interest, have no proprietary investments, and have a true platform to offer you, our clients, a personalized solution.

Another important protection for you is we do not hold your investments directly, we custody your investments directly with either Charles Schwab, LPL Financial, or a third party money manager.

The increased costs, as we in our industry refer to as compliance costs and regulations, is consistently rising year after year.  In more “traditional” models, those increases in costs get pushed down ultimately to you.

We want to offer our clients objective, independent advice as well as the personalized service you deserve, without the additional costs our clients ultimately pay. As a result Strategic Wealth Group was formed in 2016.

We are a group of independent advisors and/or firms that all share in that vision. We share in the costs to maintain our firm with the idea that as we grow, we are able to continually offer everything your deserve for many years to come. We feel our industry is moving towards a direction of increase costs and a decrease in personalized service.Our idea is that we, as affiliated financial advisors and/or firms, share in the costs to run the firm. As Strategic Wealth Group grows, we want to be able to continually offer our clients the personalized services you deserve in the years to come.

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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