A complete list of active advisors currently associated with Strategic Wealth Management LLC
Warmer can help you find a great advisor at Strategic Wealth Management LLC or one who fits your needs even better.
Strategic Wealth Management serves individual and high-net-worth clients, managing about $79 million across roughly 181 accounts through a four-advisor team. The firm provides ongoing portfolio management with an Investment Policy Statement for each client and includes financial planning as part of its portfolio services, with planning disclosed as complimentary for existing clients. The firm’s investment approach emphasizes long-term trading and employs cyclical, fundamental and quantitative analysis alongside modern portfolio theory to construct diversified portfolios. It generally seeks discretionary trading authority, tailors allocations to client risk tolerance and time horizon, and invests across mutual funds, ETFs, equities, fixed income, REITs and select non-U.S. securities. Compared with many peers, SWM has personnel who are also registered representatives of a broker-dealer and at least one supervised person who is a licensed insurance agent, and those non-advisory activities generate commission-based compensation that the firm discloses as a potential conflict. The firm also requires clients to use specified custodians (including Schwab, Fidelity, Axos Advisor Services and SEI) and discloses receipt of research and other services from custodians, which can create soft-dollar benefits.
To learn more about the advisors currently working at Strategic Wealth Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
South Natick, MA
| 2
| |
South Natick, MA
| 4
| |
Ocoee, FL
| 36
| |
South Natick, MA
| 24
|
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