Denver, CO 4600 S Syracuse St Office
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Strategic Wealth Investment Group, LLC
Multi-team
Firm-wide stats for Strategic Wealth Investment Group, LLC
About
Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, and also serves corporations and business entities. The firm manages traditional assets such as equities, bonds, mutual funds, ETFs and structured notes, and offers advisory access to private placements for accredited investors.
SWIG uses internally developed model portfolios alongside third‑party model strategies and a sub‑adviser platform, documenting client risk tolerance and tailoring implementations when appropriate. Its investment analysis draws on fundamental, technical, cyclical and charting methods, and the firm may delegate day‑to‑day trading to third‑party managers while retaining overall responsibility for client suitability.
A distinctive feature of the firm is its involvement as a fund sponsor and its principals’ minority ownership interests in a private fund and in an exchange‑traded fund that the firm may recommend or include in models. The firm also operates affiliated insurance activities (with representatives spending a meaningful portion of time on insurance sales) and participates in third‑party insurance distribution arrangements, which are disclosed as potential conflicts of interest.
Expertise
Location
4600 S Syracuse St, #100
Denver CO 80237
Advisors at this office
3
Advisors at this office
Tyler W
CFP®, Series 63
Denver, CO
Strategic Wealth Investment Group, LLC
Tyler Walbridge is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Vanguard from 2017 to 2021 before joining Strategic Wealth Investment Group, LLC in 2021. Walbridge is based in Denver, CO, and holds a Series 63 license. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, also serving corporations and business entities. The firm employs both proprietary and third-party model portfolios, using a range of analytical methods, and retains overall responsibility for client suitability while sometimes delegating trading to third parties.
Andrew S
Series 63, Series 65
Denver, CO
Strategic Wealth Investment Group, LLC
Andrew Seter is a financial advisor at Strategic Wealth Investment Group, LLC in Denver, CO, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work history includes roles at Thrivent Financial and Target. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a range of traditional and alternative investment approaches, using both internally developed and third-party model portfolios, and features involvement as a fund sponsor with minority ownership interests in private and exchange-traded funds.
Jacob P
Series 66
Denver, CO
Strategic Wealth Investment Group, LLC
Jacob Provart is a Series 66-credentialed advisor with eight years of industry experience. He has worked at Strategic Wealth Investment Group, LLC since 2020 and previously held roles at Fidelity Investments and Ameriprise Financial. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing traditional assets and offering access to private placements for accredited investors. The firm employs a combination of internally developed and third-party model portfolios, utilizing multiple investment analysis methods and may delegate trading duties while maintaining client suitability responsibility.
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