Mason, OH 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
5181 Natorp Blvd, Suite 100
Mason OH 45040
Advisors at this office
3
Advisors at this office
Robert D
Series 65
Mason, OH
Strategic Wealth Investment Group, LLC
Robert De Lessio is a Series 65-licensed advisor with seven years of industry experience, currently with Strategic Wealth Investment Group, LLC. He previously worked at Renewal by Andersen for two years and is also a Licensed Insurance Agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, with investment analysis incorporating fundamental, technical, cyclical, and charting methods.
David D
Series 65
Mason, OH
Strategic Wealth Investment Group, LLC
David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. 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 uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.
John G
CFP®, ChFC®, Series 63, Series 65, Series 66
Mason, OH
Strategic Wealth Investment Group, LLC
John Gehri is a financial advisor with Strategic Wealth Investment Group, LLC, holding CFP® and ChFC® designations and over 21 years of industry experience. His career includes roles at firms such as Fidelity, Northwestern Mutual, and Harvest Financial Advisors. In addition to his advisory work, he operates a tax filing service as a sole partner. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes a combination of internally developed and third-party model portfolios, applying a range of investment analysis methods and offering access to private placements for accredited investors.
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