Advisors at this firm
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.
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.
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.
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.