Dallas, TX Office

Michael Reeves is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including Global Financial Private Capital, Carlson Financial, and WealthRemedy LLC. Reeves also provides insurance quotes for life insurance and fixed indexed annuities as an insurance agent. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with services for corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, employing various investment analysis methods and may delegate trading to third-party managers while maintaining client suitability oversight.

Jordan Schwartz is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. He is the owner of Jean and Jordan, LLC, a virtual success coaching company, and maintains a blog targeted at millennials. His prior experience includes roles at Bass Realty and operating independent leasing and consulting businesses. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment plans, which are typically managed on a discretionary basis and may include allocations to private placements and externally managed vehicles.

Nicholas Tieri is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and several other financial firms. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs internally developed and third-party model portfolios, drawing on fundamental, technical, cyclical, and charting methods, and it serves as a fund sponsor with minority ownership in select private and exchange-traded funds.

Austen Leninger is a financial advisor at Strategic Wealth Investment Group, LLC with five years of industry experience. He holds the Series 66 credential and has previously worked at Cetera and First Financial Equity Corporation. Leninger serves as an elected board member of the Fresh Start Women’s Foundation, a nonprofit organization. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a diverse investment analysis approach and sponsors private and exchange-traded funds that it may recommend to clients.