STRATEGIC WEALTH PLANNING

Overview

Strategic Wealth Planning is an independent registered investment adviser operating as a limited partnership since 2009. The firm serves individuals and families and positions itself as a capital allocator—combining direct portfolio management, financial planning, and the selection of third-party advisers. Its advisory services span individualized financial planning, discretionary portfolio management for both private clients and small businesses, pension consulting and selection of other managers. Strategic Wealth Planning also operates as an insurance broker and provides accounting-related services, which supports integrated wealth planning for clients with complex needs. Investment activity centers on publicly traded equities and pooled mutual fund vehicles as the backbone of client portfolios, with meaningful allocation decisions made across discretionary mandates. The firm is not an active ESG investor and largely maintains domestic client relationships rather than a broad multi-state footprint. Fee arrangements are flexible: percentage-of-AUM, hourly engagements and fixed-fee arrangements are all offered, reflecting a mix of advisory relationships from ongoing investment management to project-based planning work.

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Location & Offices