Strategic Family Wealth Counselors, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,581,014,851
Clients
300
Advisors
4
of 14 employees
About
Strategic Family Wealth Counselors, L.L.C. provides comprehensive wealth management, financial planning, and portfolio management to individuals (including high net worth clients), trusts, estates, retirement plans and other entities. As of December 31, 2025 the firm reported approximately $1.66 billion in assets under management, with about $1.26 billion managed on a discretionary basis and $402.6 million on a non-discretionary basis across roughly 300 client relationships.
The firm’s investment process emphasizes individualized financial planning and fundamental analysis, beginning with discovery interviews, written plans and investment policy statements, and continuing with quarterly monitoring and annual cash-flow/model updates. Portfolio implementation commonly uses Independent Managers and allocates among mutual funds, ETFs, collective vehicles and legacy positions, and the firm may recommend private placement opportunities to clients who meet accredited investor standards.
Compared with many similarly sized team firms, Strategic Family Wealth Counselors has a substantially higher level of assets per advisor, reflecting a concentration of institutional-sized relationships under a four-advisor team. The firm also discloses the use of borrowing/margin in managed accounts when authorized by clients—which the brochure highlights as increasing portfolio leverage, potential risk and, where margin is used, the market value used for fee billing—an operational feature that is less common among peer team firms.
Client services
Expertise
Fee options
Fixed fees for standalone financial planning services generally ranging from $2,500 to $1,000,000.
0.10% to 1.50% annually (varies by portfolio size and services)
Hourly fees may be charged for standalone financial planning services; specific hourly rates not stated.
Fee-only: Fixed fees generally ranging from $2,500 to $1,000,000 for standalone financial planning services; fees are negotiable.
Main office
100 Passaic Avenue, Suite 300
Fairfield NJ 07004
Advisors at this office
4
Most active in
California · Connecticut · District of Columbia · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael D
CFP®, Series 63, Series 66
Fairfield, NJ
Strategic Family Wealth Counselors, L.L.C.
Michael Dwyer is a CFP® with 42 years of industry experience, currently serving at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ. He has worked at Purshe Kaplan Sterling Investments and Strategic Family Wealth Counselors since 2007. In addition to his advisory role, he is licensed as an insurance agent and sells insurance to clients when financial plans warrant. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a multi-tiered discovery process, tailoring portfolios with active and passive strategies while integrating financial planning and portfolio implementation.
Timothy B
ChFC®, Series 63, Series 66
Fairfield, NJ
Strategic Family Wealth Counselors, L.L.C.
Timothy Boulanger is a financial advisor with Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2007. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes a multi-tiered discovery process with tailored portfolios that incorporate both active and passive strategies, managing approximately $1.31 billion in assets.
Lauren D
Series 65
Fairfield, NJ
Strategic Family Wealth Counselors, L.L.C.
Lauren Dwyer is a financial advisor at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding a Series 65 designation with two years of industry experience. She has served as a coach for the Skyliners Synchronized Skating Team since 2024, teaching children how to skate. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension plans, charitable organizations, and businesses, employing a multi-tiered discovery process and tailored investment strategies that include both active and passive approaches.
Michael D
Series 63, Series 65
Fairfield, NJ
Strategic Family Wealth Counselors, L.L.C.
Michael Dwyer IV is a financial advisor at Strategic Family Wealth Counselors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Family Wealth Counselors since 2017. Prior to his advisory roles, he worked at the University of Notre Dame from 2014 to 2018. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $1.66 billion in assets and emphasizes individualized financial planning and fundamental analysis, using a combination of Independent Managers, mutual funds, ETFs, collective vehicles, and private placement opportunities for accredited investors.
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