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Strategic Family Wealth Counselors, L.L.C.

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Client assets under management

$1,581,014,851

Clients

300

50% high-net worth

Advisors

4

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

75

High

Average account size

$5,270,050

About

Strategic Family Wealth Counselors, L.L.C. provides comprehensive wealth management, financial planning, and portfolio management to individuals (including high net worth clients), trusts, estates, retirement plans and other entities. As of December 31, 2025 the firm reported approximately $1.66 billion in assets under management, with about $1.26 billion managed on a discretionary basis and $402.6 million on a non-discretionary basis across roughly 300 client relationships.

The firm’s investment process emphasizes individualized financial planning and fundamental analysis, beginning with discovery interviews, written plans and investment policy statements, and continuing with quarterly monitoring and annual cash-flow/model updates. Portfolio implementation commonly uses Independent Managers and allocates among mutual funds, ETFs, collective vehicles and legacy positions, and the firm may recommend private placement opportunities to clients who meet accredited investor standards.

Compared with many similarly sized team firms, Strategic Family Wealth Counselors has a substantially higher level of assets per advisor, reflecting a concentration of institutional-sized relationships under a four-advisor team. The firm also discloses the use of borrowing/margin in managed accounts when authorized by clients—which the brochure highlights as increasing portfolio leverage, potential risk and, where margin is used, the market value used for fee billing—an operational feature that is less common among peer team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Bill pay services

Expertise

Wealth management Private / alternative investments Retirement income strategy

Fee options

Fixed

Fixed fees for standalone financial planning services generally ranging from $2,500 to $1,000,000.

Percentage

0.10% to 1.50% annually (varies by portfolio size and services)

Project-based

Hourly fees may be charged for standalone financial planning services; specific hourly rates not stated.

Other

Fee-only: Fixed fees generally ranging from $2,500 to $1,000,000 for standalone financial planning services; fees are negotiable.

Main office location

Strategic Family Wealth Counselors, L.L.C.

100 Passaic Avenue

Fairfield NJ 07004, United States

Number of offices

1

Most active in

California · Connecticut · District of Columbia · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael D

CFP®, Series 63, Series 66

Fairfield, NJ

Strategic Family Wealth Counselors, L.L.C.

Michael Dwyer is a CFP® with 42 years of industry experience, currently serving at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ. He has worked at Purshe Kaplan Sterling Investments and Strategic Family Wealth Counselors since 2007. In addition to his advisory role, he is licensed as an insurance agent and sells insurance to clients when financial plans warrant. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a multi-tiered discovery process, tailoring portfolios with active and passive strategies while integrating financial planning and portfolio implementation.

Wealth management Private / alternative investments Retirement income strategy
user avatar

Timothy B

ChFC®, Series 63, Series 66

Fairfield, NJ

Strategic Family Wealth Counselors, L.L.C.

Timothy Boulanger is a financial advisor with Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2007. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes a multi-tiered discovery process with tailored portfolios that incorporate both active and passive strategies, managing approximately $1.31 billion in assets.

Wealth management Private / alternative investments Retirement income strategy
user avatar

Lauren D

Series 65

Fairfield, NJ

Strategic Family Wealth Counselors, L.L.C.

Lauren Dwyer is a financial advisor at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding a Series 65 designation with two years of industry experience. She has served as a coach for the Skyliners Synchronized Skating Team since 2024, teaching children how to skate. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension plans, charitable organizations, and businesses, employing a multi-tiered discovery process and tailored investment strategies that include both active and passive approaches.

Wealth management Private / alternative investments Retirement income strategy
user avatar

Michael D

Series 63, Series 65

Fairfield, NJ

Strategic Family Wealth Counselors, L.L.C.

Michael Dwyer IV is a financial advisor at Strategic Family Wealth Counselors, L.L.C. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2018. Prior to his advisory roles, he was employed at Tri-Costal Design and attended the University of Notre Dame. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes a multi-tiered discovery process and combines active and passive investment strategies tailored to client objectives, managing approximately $1.31 billion in assets.

Wealth management Private / alternative investments Retirement income strategy
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