At Strategic Wealth Group our team of dedicated advisors and support staff have our client’s goals in mind every step of the way. From the first meeting onward, we use sophisticated financial, tax, and estate planning strategies that our clients can feel confident about. We know that financial plans are forever evolving, so our plans are built to change as your financial journey changes.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
Strategic Wealth Group Brand Story
Please enjoy this video that tells the story behind Strategic Wealth group and why we're passionate about what we do. We believe that everyone deserves to have a customized approach when it comes to their financial situation, which is why Strategic Wealth Group works closely with clients to make sure that they're taken care of in every aspect of their financial plan.
Our company started nearly twenty-one years ago in Tucson, Arizona. In 2008 our company moved to Minnesota so that we could further expand our reach. With knowledgeable advisors, and dedicated support staff our team is stronger than ever. We aim to service our clients and continue growing for the next one hundred years and beyond.
Curated articles, videos, and more for a financially savvier you.
"The relationships we build with our clients are meant to last a lifetime. Our job is to listen, develop a plan, and implement it with your goals in mind."
- Strategic Wealth Group
Customer Service Specialist
Chief Compliance Officer and Wealth Advisor
Our mission at Strategic Wealth Group is to do what’s right for you. We know that you have many options when choosing where to go to invest your money and we value the trust you put in us to guide your financial planning. With your wealth as our priority, we use an independent, research-based process to make smart investments for you.
Our aim is to provide you with the guidance and perspective that can create and maintain long-term growth. When your circumstances fluctuate, we provide flexible, stable, and ongoing support. As fiduciaries grounded in sound values, we maintain life-long relationships with our clients. Our thorough research in this quickly changing industry provides you opportunities for long-term financial growth, no matter where you are in your financial journey.
Whether you're with us in Minnesota or located somewhere else, our team is dedicated to serving you and your famil