Strategic Wealth Management LLC

William O'Neill is an investment advisor at Strategic Wealth Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Asset Strategy Advisors LLC and Concorde Investment Services, LLC. Prior to his financial career, he was involved in entrepreneurial ventures such as Northeast Playground Builders LLC and Swagsalot Design. Strategic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients’ goals and risk tolerance. The firm employs a long-term trading approach using a combination of cyclical and fundamental analysis, quantitative methods, and modern portfolio theory.

Patrick Robertson is a financial advisor at Strategic Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors, Inc., and Packerland Brokerage Services. Outside of advisory roles, he is involved in the sales of fixed life insurance and annuities through Greyhound Financial. Strategic Wealth Management LLC serves individual and high-net-worth clients by providing tailored portfolio management and financial planning. The firm uses a combination of cyclical and fundamental analysis along with quantitative methods and modern portfolio theory to manage portfolios with a long-term approach.

Dennis Chandler is a financial advisor with Strategic Wealth Management LLC in South Natick, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at Fairway Consulting, Concorde Investment, Asset Strategy LLC, and BNY Mellon. Strategic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering tailored portfolio management and financial planning. The firm uses a combination of cyclical and fundamental analysis with quantitative methods and modern portfolio theory, managing assets across various securities with a long-term approach.

Sean Whalen is a CFP® professional with 24 years of industry experience, currently serving as a managing director and wealth manager at Strategic Wealth Management LLC. His prior roles include positions at Concorde Investment Services, Santander Securities, and Sovereign Bank. Outside of his advisory work, he manages a multi-family rental property in Natick, MA. Strategic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients’ goals and risk tolerance. The firm employs a combination of cyclical and fundamental analysis, quantitative methods, and modern portfolio theory, with a focus on long-term trading across various asset classes.