Founded in 2007, Strategies Wealth Advisors (SWA) is a boutique wealth management firm known for expert advice, personalized recommendations, and the close relationships we share with our clients and communities.
We serve High Net Worth Individuals using a team-based approach bringing holistic perspectives around the table based on financial planning topics, tax advice, legal and estate considerations and investment execution. At the start of our relationships, we discuss the goals for the families and institutions with which we work. We believe any decisions made or advice given should be driven from those goals.
Many of our clients own or have owned a privately held business and our services are tailored to best practices learned with over 100 years of combined financial services experiences from our professionals. Our team is made up of JDs, CPAs, MBAs, CFPs, CLUs, ChFc’s among other designations to ensure we have diverse skill sets to serve our client’s needs.
Our mission is to help you achieve your goals by managing your assets, protecting your wealth, and maintaining your financial legacy. As a Registered Investment Advisory firm, our firm’s professionals act in a fiduciary capacity, meaning we put our clients’ interests first, always.
What Makes Us Different
Independent Fiduciary with a Multi-Disciplinary Approach
As an independent firm, we use the best technologies, services, and products. As a fiduciary, we always put your interests first.
Goals-Driven Wealth Management
Understanding you so that we can educate, plan, and communicate to help you achieve your goals.
The Private markets can offer enhanced returns with lower volatility over time. These investments are usually less liquid than traditional stocks and bonds.
Are we a fit?
Strategies Wealth Advisors is driven to help you while reducing the fear and anxiety associated with financial planning. We value understanding individual client needs, addressing those needs through a team of diverse financial experts, and forging long-standing partnerships.
Experienced investors... with an eye to the future!
Our clients are typically long-term investors with busy professional lives or retirees. Most Strategies Wealth Advisors clients do not have sufficient time, interest, or expertise to actively tend to their long-term financial needs, and require professional guidance for addressing issues ranging from retirement and estate planning to tax and investment strategies.