Strategic Wealth Management Solutions, LLC is an independent Registered Investment Adviser dedicated to delivering exceptional service to a select number of clients.
We are particularly attuned to the needs of trust clients and offer an excellent servicing alternative to the large corporate providers.
The Adviser has expertise managing portfolios of wide-ranging complexity for clients with at least $1 Million in assets to invest and is highly experienced working with trust, individual, IRA, philanthropic, and tax-sensitive accounts. Service is provided on a "fee-only" basis with no inherent bias or conflict of interest from commissions, loads, trailer fees, referral fees, etc.
The firm is based in Virginia Beach, VA.
 |
Copyright © 2024, Strategic Wealth Management Solutions, LLC
Design and Development by
