CME STRATEGIC WEALTH MANAGEMENT

Overview

CME Strategic Wealth Management operates as a small, independent RIA run as a sole proprietorship focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects other advisers when needed. It also acts as an insurance broker, so insurance solutions are integrated into its client work. Fee arrangements include a percentage of AUM along with hourly and flat-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity tilts toward publicly traded equities, with the firm serving primarily in a non-discretionary capacity. CME Strategic Wealth Management functions as a capital allocator when it places client capital with external managers—most notably in real estate-focused alternatives and REITs—rather than maintaining large pools of proprietary alternative strategies. The adviser is not positioned as an ESG investor and is structured to serve a relatively concentrated book of clients rather than operating as a multi-state or institutional consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices