We are a Comprehensive Wealth Management Services Firm. Starting with your goals
and current financial situation, we create financial plans and investment portfolios to match your goals,
time horizon, and risk levels.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment
advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
The Strategic Wealth Management Group is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872).
Company Details
- Founded
- 2016
- Address
- 1230 Lexington Ave, Mansfield,ohio,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Financial Planning, Investment Management, Portfolio Management, 401k, Small Business Retirement Plans, College Savings and 529, Life Insurance, Long Term Care Insurance, 401k Rollovers, Stocks and Bonds, Investment Advice.
- HQ
- Mansfield, Ohio
The Strategic Wealth Management Group Questions
The Strategic Wealth Management Group's website is http://www.thestrategicwealthgroup.com
The Strategic Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/thestrategicwealthgroup
The Strategic Wealth Management Group's industry is
Investment Management
The Strategic Wealth Management Group's top competitors are
Strategic Wealth Management Group,
Aliya Capital Partners,
Strategic Wealth Management Group, Llc Dba Wealthspire Advisors (Formerly Known As Stratwealth).
The Strategic Wealth Management Group's categories are Investment Management
The Strategic Wealth Management Group's founding year is 2016
