Ocoee, FL Office

Strategic Wealth Management serves individual and high‑net‑worth clients, offering ongoing portfolio management (discretionary and non‑discretionary), preparation of individualized Investment Policy Statements, and complimentary financial planning for each portfolio management client. The firm reports approximately $75.7 million in discretionary assets and $3.8 million in non‑discretionary assets as of December 2025 and manages relationships for roughly 181 clients.

The firm’s investment process emphasizes long‑term trading and uses a mix of cyclical, fundamental, modern portfolio theory, and quantitative analysis to construct diversified portfolios that may include mutual funds, equities, ETFs (including precious‑metal ETFs), real estate funds/REITs, TIPS, and non‑U.S. securities. SWM typically seeks discretionary trading authority, documents client risk tolerance in an Investment Policy Statement, and states it will act as a fiduciary when advising retirement accounts under applicable law.

What is noteworthy relative to many peers is the firm’s industry affiliations and custodial practices: some of its investment adviser representatives are also registered representatives of DAI Securities, LLC and accept commission compensation for non‑advisory brokerage sales, and a supervised person is licensed to sell insurance products; the brochure discloses these activities, the associated conflicts, and that advisory fees are separate from any commissions. The firm also requires clients to maintain assets at specified custodians (Charles Schwab Institutional, Fidelity, Axos Advisor Services, and SEI), and discloses receipt of related custodial/soft‑dollar benefits while stating clients are not obligated to purchase recommended commissionable or insurance products.