Recent months have seen some extraordinary times, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Our Mission: To be our Clients' trusted advisor, providing sound financial advice and personalized service.
From education to retirement planning and investment management, we coordinate your financial "big picture" so you don’t have to!
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
A family-owned business founded in 1999, Strategic Wealth Advisors (SWA) provides a personal, coordinated approach to wealth management. Our knowledgeable team will help weave your financial world together by creating a plan that will guide you toward stability and security for many years to come. Personalized service and attention to detail sets us apart from our competition and provides the confidence that your needs are put first. Clients put their trust in SWA because they know our relationship is built for the long-term, not on transactions.
Download a PDF version of our firm brochure below.