A complete list of active advisors currently associated with Strategic Wealth Management Group

Warmer can help you find a great advisor at Strategic Wealth Management Group or one who fits your needs even better.

Strategic Wealth Management Group (SWMG) provides discretionary and non-discretionary investment management and consulting to individuals (including high-net-worth clients), pension, profit-sharing and 401(k) plans, trusts, estates, charitable organizations and corporations, managing $832,890,818 in client assets across roughly 332 clients as of the brochure date. Services include tailored portfolio management using firm-developed model portfolios, pension/retirement plan consulting, standalone financial planning engagements, and participation in third‑party manager programs. The firm emphasizes customized asset allocation and uses a mix of fundamental, technical and modern portfolio theory analyses to construct portfolios, including proprietary ETF strategies built from Charles Schwab’s no‑ or low‑cost ETF line-up and the use of sub‑advisers and block trading where appropriate. SWMG also discloses that it may trade client accounts on margin and requires a separate margin agreement—meaning borrowing can be used in client accounts—alongside the availability of options and other tactical strategies. Compared with many peers, SWMG is affiliated through common ownership and control with a broker‑dealer and insurance business (May Capital Group, LLC and May Financial Group, Ltd.), and some advisory personnel are registered representatives or licensed insurance agents who may earn commission compensation separate from advisory fees, a structural conflict the firm discloses. The firm also acts as a solicitor for Brinker Capital’s separate account programs and relies heavily on Charles Schwab Advisor Services for custody and institutional support, arrangements it notes can provide services that benefit both the firm and client accounts.

To learn more about the advisors currently working at Strategic Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.