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Our History

Strategic Wealth Management Group was established in 1993 and our principals have over a century of combined experience in the financial services industry.

We were among the first to broadly encourage fee-based, institutional quality, privately managed portfolio services to individuals and businesses. As a result, our experience in finding and screening portfolio managers, as well as our depth of knowledge and contacts in the industry, are among the best available. In addition, we continue to deepen and broaden our capabilities through sophisticated alternative investing styles designed to fit the special needs of the most selective investor.