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Strategic Wealth Management Group, LLC

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Strategic Wealth Management Group, LLC

Profile:

Working closely with our clients, we assist in the development of a financial and investment plan that best suits their needs. With years of tax experience, we are keenly aware of the effect taxes have on investment performance and the transfer of assets to heirs. Let us assist you to develop and implement an effective planning strategy. Our qualified staff can assist you with wealth management services including – creation, preservation and transfer.

Wealth Creation • Tax Deferred Investments • Tax Controlled Investments • Separately Managed Accounts • Qualified Retirement Plans • Non-Qualified Retirement Plans • Stretch IRAs

Wealth Preservation • Risk Management • Life Insurance • Long-term Care Insurance • Disability Insurance • Trusts

Wealth Transfer • Estate Planning • Irrevocable Life Insurance Trusts • Living Trusts • IRA Distributions We provide financial planning and investments. We do not practice law. A qualified attorney will need to prepare legal documents, should they be required.

Overview:

If you’re contemplating long-term goals, such as retirement, putting children through college, or buying a second home, then now is the time to actively begin developing a long-term strategy that will help you achieve those goals. That’s where Strategic Wealth Management Group, LLC can help. At Strategic Wealth Management Group, LLC, our approach to investment success is straight-forward, flexible and effective. We take into account your differing financial goals and will provide an effective method of developing an investment portfolio suited to your needs. Whatever your investment strategy may be, our dedicated staff will be committed to helping you achieve your financial goals.

Mutual funds, stocks, bonds, annuities and other investments available through ProEquities, Inc. are not insured by the FINRA/SIPC nor are they obligations of or guaranteed by ProEquities, Inc., any affiliated entity of ProEquities, Inc., or by Strategic Wealth Management Group, LLC or its owners. It is important for investors to understand that such investments fluctuate in value and are subject to investment risks including loss of some or all of the principal amount invested.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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