Strategic Wealth Management

Strategic Wealth Management

Welcome to Strategic Wealth Management. Our team strives hard to meet your expectations and look forward to working together as partners to understand, plan and help manage your financial needs. As a CERTIFIED FINANCIAL PLANNER™practitioner since 1994, I take a holistic approach to financial planning. Portfolio Management is only the start.

The Standards require that all CFP® professionals who provide financial planning services will be held to the duty of care of a fiduciary.

We are independent and our team proudly partners with Raymond James Financial Services; this arrangement allows us access to a deep bench of knowledgeable experts.

Over the years clients have taught us that communication and trust are among the two most important elements of our professional relationship. Please know that we value the trust you have placed in us by allowing us to work with you in this capacity.

At Strategic Wealth Management we look forward to a long and mutually satisfying partnership.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.