Mason, OH Office

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 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 Gehri is a CFP® and ChFC® with 21 years of experience in the financial industry. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2024. Prior to this, Gehri held positions at several firms including Fidelity Brokerage Services LLC and Harvest Financial Advisors. Outside of his advisory work, he operates a tax filing service as a sole partner. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, while also serving corporations and business entities. The firm employs a mix of internally developed and third-party model portfolios, utilizing various investment analysis methods and offering access to private placements for accredited investors.