STRATEGIC WEALTH GROUP

Overview

Strategic Wealth Group operates as a fee-based advisory firm that blends financial planning, portfolio management for individuals and small businesses, and pension consulting with a licensed insurance brokerage practice. The firm favors public funds and mutual funds as the primary building blocks for client portfolios, while maintaining explicit allocations to third-party alternative managers for real assets and commodity exposures. Client mix spans individual and family relationships alongside institutional mandates, and the firm bills through a mix of percentage-of-AUM, hourly, fixed and other fee arrangements rather than a single fee model. The firm's investment activity shows a pragmatic allocation style: core exposure through mutual funds and separately managed accounts, supplemented by targeted alternative allocations to add diversification and potential return enhancement. Strategic Wealth Group is not positioned as an ESG-focused allocator and is not listed as a multi-state adviser in the available profile, which suggests the firm’s marketing and compliance footprint is concentrated within defined jurisdictions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices