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Strategic Wealth Management Group

Strategic Wealth Management Group

Financial Services, , New York, United States, 1-10 Employees

swmgroup.co.nz

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phone no Phone Number: +64********

Who is STRATEGIC WEALTH MANAGEMENT GROUP

At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives. We provide personalised strategies that take into account all aspects of your fi...

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  • New York, United States Headquarters: New York, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $10 Million to $25 Million

industries-icon Industry: Financial Services

SIC SIC Code: 8741

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Strategic Wealth Management Group Org Chart and Mapping

Employees
Miriam Felzenstein

Miriam Felzenstein

Financial Analyst Intern

Roxanne Thompson

Roxanne Thompson

Retired

Mike Bigley

Mike Bigley

Owner

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Frequently Asked Questions Regarding Strategic Wealth Management Group

Answer: Strategic Wealth Management Group's headquarters are located at New York, United States

Answer: Strategic Wealth Management Group's phone number is +64********

Answer: Strategic Wealth Management Group's official website is https://swmgroup.co.nz

Answer: Strategic Wealth Management Group's revenue is $10 Million to $25 Million

Answer: Strategic Wealth Management Group's SIC: 8741

Answer: Strategic Wealth Management Group has 1-10 employees

Answer: Strategic Wealth Management Group is in Financial Services

Answer: Strategic Wealth Management Group contact info: Phone number: +64******** Website: https://swmgroup.co.nz

Answer: At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives. We provide personalised strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on enhancing the security of our clients accumulated wealth during their lifetimes and beyond. As independent fee only advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counselling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected...and unexpected. We work as your partner, providing you with counsel on an ongoing basis

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