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Strategic Family Wealth Counselors, LLC

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Strategic Family Wealth Counselors, LLC

Overview:

Strategic Family Wealth Counselors, LLC is an SEC Registered Investment Advisor firm that is dedicated to providing comprehensive financial planning and ongoing support to assist our clients on their road to financial success. Each member of our team is driven to not only meeting, but surpassing the needs and expectations of our clientele. We have found that the most important characteristic that people look for when choosing an Investment Advisor is integrity. Our team exhibits a level of integrity and a work ethic reminiscent of the kind of mom and pop businesses that this country was founded on. We operate in the “high-touch”, relationship-driven financial services industry and maintain a highly personalized level of service. We help our clients simplify the demands of managing their wealth to enable them to devote time to their business, personal endeavors, and their family. We carefully position our client’s assets using a complex, yet easy to understand asset allocation strategy. We also develop and implement unique and comprehensive financial plans to help simplify, consolidate and integrate every aspect of our clients’ financial future.
Strategic Family Wealth Counselors, LLC is quite different from your typical brokerage or Financial Firm. We are an Independent Registered Investment Advisory Firm registered with the Securities and Exchange Commission. This distinction of acting in the role of Fiduciary places an added level of responsibility on our shoulders that is well above and beyond that of a traditional brokerage firm. Being a fiduciary means that we have voluntarily agreed to act in the capacity of a "steward" of your assets and overall interests.

We have no proprietary interest in any of the securities that we recommend. No one at our firm is an employee of any mutual fund company, brokerage firm, banking institution or insurance company. We work only for our clients. We are not paid commissions but instead are paid a fee to give our clients unbiased advice, and feel it would be an obvious conflict of interest if we were being paid for making trades and selling proprietary products.

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