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

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

Strategic Wealth Solutions LLC provides portfolio management, pension (including 401(k)) consulting, and standalone financial planning primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million for about 130 clients and states it has no account minimum for its services. The firm documents client objectives in an Investment Policy Statement and generally constructs portfolios focused on ETFs, equities and fixed income, drawing on fundamental, modern‑portfolio, quantitative and technical analysis with a long‑term trading orientation. Although it offers ongoing portfolio management, the brochure states SWS does not exercise discretionary trading authority and implements client instructions through custodian accounts. A distinctive aspect of SWS is that some senior representatives are licensed insurance agents who may offer and receive commissions for insurance products; the brochure discloses this potential conflict and notes such services are optional for clients. The firm also emphasizes written pension plan consulting and relies on Schwab Institutional custody and operational services as part of its service model.

To learn more about the advisors currently working at Strategic Wealth 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
Michael Dopazo	Middletown, NJ	21
John Long Jr.	Middletown, NJ	23
Deepak Malhotra	Middletown, NJ	14

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