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Strategic Wealth Management offers a complete range of accounts for saving and
investing, from IRA to fee-based programs.
To see what types of
accounts are right for
you to help meet your
investment needs, meet
with your financial
consultant.
Retirement Accounts
There are a variety of retirement plans available for individuals and small
businesses. Each type of account can offer savings strategies tailored to your
unique retirement planning needs.
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Qualified Plans
- A qualified plan is established by an employer to provide retirement benefits
for employees and their beneficiaries. We offer employers an array of
retirement plan solutions - including both Defined Benefit and Defined
Contribution plans.
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Individual Accounts –
We offer the flexibility and professional guidance that can help you weather
the retirement planning world. A variety of Individual Retirement Accounts
(IRAs) are available for both individuals and small businesses. Each offers
savings strategies tailored to your unique retirement planning circumstances.
Brokerage Accounts
Our clients can choose between various managed money accounts and
traditional brokerage
accounts. SAM
and SAM II are
advisor-driven, fee-based asset management platforms offered through
Linsco/Private Ledger (LPL), a registered investment advisor.
Managers Select is a separately-managed custom portfolio platform, also
offered through LPL, that offers high-net-worth investors the ability to access
professional, institutional portfolio managers at significantly lower account
minimums.
Education/Minor Accounts
Save for your child's education with the College 529 Programs offered by
Strategic Financial, Click
here for more information
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