Vienna, VA 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
1921 Gallows Road, Suite 110
Vienna VA 22182
Advisors at this office
2
Advisors at this office
Thomas T
CFP®, Series 66
Vienna, VA
Strategic Wealth Investment Group, LLC
Thomas Treshock is a CFP® with six years of experience in the financial services industry, currently advising at Strategic Wealth Investment Group, LLC. He has held roles at Strategic Wealth Designers, C&A Financial Group, Cadaret Grant & Co., Inc., Petersen Advisors, Russell Reynolds, Toll Brothers, and the Borough of Monmouth Beach. 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 multiple investment analysis methods while overseeing third-party managers for trading and maintaining client suitability.
Thomas R
Series 65
Vienna, VA
Strategic Wealth Investment Group, LLC
Thomas Reilly is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 credential with eight years of industry experience. He has been with Strategic Wealth Investment Group since 2017 and previously worked at Bellarmine University from 2014 to 2018. Outside of advising, Reilly owns two businesses established in 2022: Rising Inc and Greenlights Inc. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, with portfolios monitored and rebalanced regularly and occasionally including allocations to private offerings or externally managed vehicles.
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