S&S Wealth Management logo

S&S Wealth Management

Updated today

Client AUM

$153,785,097

Clients

315

Advisors

4

of 4 employees

About

S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations and business entities, offering continuous investment supervisory services and portfolio management on either a discretionary or non‑discretionary basis. The firm also provides retirement plan sponsor consulting and personal money management counseling negotiated on a case‑by‑case basis, operating as a team of four investment advisor representatives managing roughly $154 million for about 315 clients.

The firm follows a tactical strategy that combines technical charting and relative strength analysis to time buy/sell decisions, with fundamental research used to confirm security selection. Portfolios may include individual securities, mutual funds, ETFs (including commodity and leveraged ETFs), master limited partnerships and allocations to unaffiliated independent managers, and each investment advisor representative maintains a separate book of business and may apply distinct strategies for their clients.

Operationally, the firm requires clients to custody assets at Schwab Institutional and discloses receipt of institutional services and discounted technology support from Schwab. S&S’s representatives are also registered with a broker‑dealer and may implement recommendations on a commission basis or sell insurance products, and the firm may receive referral fees—arrangements the brochure identifies as potential conflicts of interest and discloses for clients’ consideration.

Client services

Financial planning Portfolio management Pension consulting
Personal money management counseling/financial analysis

Expertise

Options & derivatives strategies

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Fee options

Percentage

$1.00 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.8% $5,000,001 - $10,000,000: 0.7% $10,000,001 - $20,000,000: 0.6% $20,000,001 - Negotiable: Negotiable

Commissions

Clients may engage representatives to purchase investment products on a commission basis; commissions vary and include ongoing 12b-1 trailing commissions.

Project-based

Personal Money Management Counseling fees are negotiated on a case-by-case basis depending on complexity and time required.

Main office

2505 N. Highway 360, Suite 490

Grand Prairie TX 75050

Advisors at this office

4

Most active in

Louisiana · Oklahoma · Texas

Also doing business as

S & S Wealth Management, L.P. · S&S Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Graham S

Series 66

Grand Prairie, TX

S&S Wealth Management

Graham Strickland is an Investment Advisor Representative at S&S Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked with firms including Triad Advisors Inc and OSAIC. Outside of his advisory role, he serves as an executive board member for the Longhorn Council Boy Scouts of America and is involved in youth development through Scouting Arlington, Inc. He also manages several business ventures, including an insurance agency and a digital media company. S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, focusing on discretionary and non-discretionary portfolio management. The firm employs a tactical strategy combining technical charting and fundamental research, managing a diverse range of securities for approximately 315 clients.

Options & derivatives strategies
user avatar

Stacey S

Series 63, Series 65

Grand Prairie, TX

S&S Wealth Management

Stacey Smith is a financial advisor with S&S Wealth Management in Grand Prairie, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked previously at Osaic Wealth, Inc. and Triad Advisors Inc. Outside of her advisory role, she owns Western Star Smith Ranch, where she provides horse boarding and lessons. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients with investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various securities tailored to client objectives and risk tolerance.

Options & derivatives strategies
user avatar

Paula K

Series 65

Grand Prairie, TX

S&S Wealth Management

Paula Knox is a financial advisor at S&S Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has been with S&S Wealth Management since 2013. Outside of advising, she is involved as a vice president and officer in a mobile repair business and works as a self-employed riding instructor. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach that combines technical analysis and fundamental research to manage portfolios tailored to each client’s objectives and risk tolerance.

Options & derivatives strategies
user avatar

Michael F

Series 66

Grand Prairie, TX

S&S Wealth Management

Michael Finley is a financial advisor at S&S Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has worked at S&S Wealth Management since 2004, including prior roles at Triad Advisors Inc and OSAIC. Finley is also a licensed insurance agent involved in the sale of life insurance and fixed annuities. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various asset types tailored to client objectives and risk tolerance.

Options & derivatives strategies
View complete list of advisors at this firm
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