CME Strategic Wealth Management

The firm provides financial planning, ongoing portfolio management, and selection and monitoring of third‑party advisers for individuals, high‑net‑worth clients, charities and business entities; it also notes seasonal tax‑preparation support and offers insurance placement services. According to its brochure, the firm manages about $643,816 in client assets across roughly 21 client relationships.

The firm begins with individualized strategic asset allocation and applies tactical adjustments based on client goals, risk tolerance and time horizon, and it manages accounts on a non‑discretionary basis—seeking client approval prior to executing transactions. When recommending outside managers the firm acts as a co‑adviser, monitoring those managers while the third party handles trading and reporting.

Compared with peers, the firm’s primarily non‑discretionary AUM is an uncommon arrangement and it discloses that the adviser also holds securities and insurance licenses and may receive separate commissions from broker‑dealer and insurance activities. The brochure discloses these affiliations and related conflicts, along with mitigation steps (fiduciary duty, written disclosures), and the firm’s small, hands‑on client base supports more frequent direct review of accounts.