A complete list of active advisors currently associated with Strategic Wealth Management Solutions, LLC

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

Strategic Wealth Management Solutions, LLC provides customized portfolio management and financial consulting to a limited client base that includes individuals, trusts, estates, charitable organizations, non‑profits, corporations, and ERISA accounts. In addition to ongoing investment management, the firm offers general consulting and specialized 1031 exchange consulting focused on capital‑gains tax deferral vehicles. The firm manages accounts on both discretionary and non‑discretionary bases, developing asset allocation and rebalancing plans tailored to each client’s objectives and circumstances. Its investment approach uses a mix of long‑ and short‑term strategies and includes traditional holdings as well as non‑traditional solutions such as private placements, exchange funds, Delaware Statutory Trusts, and opportunity‑zone investments; the adviser may also recommend third‑party managers or model portfolios. What distinguishes this firm from many peers is the combination of services it offers: it makes performance‑based fee arrangements available to qualified clients and accepts charitable, corporate, and other institutional clients—features that are statistically uncommon among independent advisers. The firm also provides hands‑on 1031 exchange consulting and explicit disclosure of procedures intended to address conflicts that can arise from performance fees and side‑by‑side management.

To learn more about the advisors currently working at Strategic Wealth Management Solutions, 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
Louis Jones	Southern Shores, NC	17

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