Strategic Wealth Management, LLC

Strategic Wealth Management, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. Its offerings include discretionary portfolio management, written financial plans and consultations, and access to LPL Financial‑sponsored advisory programs and third‑party portfolio managers.

The firm combines fundamental and technical analysis and employs both long‑ and short‑term strategies with periodic rebalancing and at least quarterly account reviews. It also uses implementation tools that are less common among peers — including margin borrowing and options strategies (covered calls, spreads and hedging) — and may utilize sub‑advisors or separately managed accounts to implement client portfolios.

Noteworthy features include a close operating relationship with LPL Financial: clients are commonly asked to custody with LPL or Fidelity and the firm participates in LPL’s Manager Access Select program, while representatives are also licensed insurance agents who may offer commissionable insurance products. The firm discloses business loans tied to its association with LPL and a private lender and acknowledges revenue‑sharing arrangements in sponsored programs, which it identifies as potential conflicts it monitors and discloses.