Strategic Wealth Management

STRATEGIC WEALTH MANAGEMENT
brian.orol@raymondjames.com
Strategic Wealth Management is an independent fee-based* financial planning and investment management firm. Serving Triangle clients since 1997.

Strategic Financial Planning, Inc., a Registered Investment Advisory firm, offers a fee-only approach to financial planning and investment management. We develop and implement your personal financial roadmap.

* In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

Brian Orol

CERTIFIED FINANCIAL PLANNER™

President, Strategic Wealth Management

Toll-Free: 888-870-9818

brian.orol@raymondjames.com

Brian, a Certified Financial Planner™ professional since 1994, serves his clients in a confidential and trust earniing manner. He asks the important and challenging questions and respectfully listens to clients concerns. The next step is to prepare a personal financial plan that addresses the issues of importance to his client's. Brian specializes in comprehensive wealth management, stock options, 401(k) rollovers, college funding, retirement planning and elder care issues. Portfolios are customized with stocks, bonds, preferred stock, energy infrastructure holdings. For some client's writing covered calls is part of the strategy.

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

More than 5,400 financial advisors
2 million client accounts
2,400 locations (United States, Canada and abroad)
$268 billion in client assets
$35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

About Us

About Raymond James