.svg)
Holistic Wealth Management, Bespoke Strategies
Many professionals’ personal and business finances are woven together. Try to manage just one, and you may get unwanted results in the other.
Strategic Financial’s approach to wealth management looks at all the strands of your wealth, creating a comprehensive, unified investing strategy. We work with business owners, entrepreneurs, corporate executives, and physicians to analyze their current wealth and risk strategies, help establish wealth goals, and then implement the strategy.
When you work with Strategic Financial, you don’t have to worry about how one area of your financial life affects another. We’ll manage all areas to help you preserve and build generational wealth.
Hear From Our Clients
Joe Berenato
Farm Owner
Ray Celona
Retired Corporate Exec. / Leadership Coach
John Hamaty
Cardiologist
Katz Family
Retired Corporate Executive & Teacher
Andrew
Andrew
Andrew
Andrew
Andrew
Leithe, CFP®
CEO & Investment Committee Chairman
"Honest. Dependable. Consistent."
"Those words are the first thing I see when I step into our office every day. They remind me, and our staff, of what I want Strategic Financial to be for our clients. I want us to deliver consistent results to our clients, but we should always be honest about the risks involved in any wealth management strategy. Above all, I want our clients to be able to depend on us to help build and protect their wealth for generations to come."
Our clients come from many industry sectors, including:
Agriculture & farming
Construction & Property Management
Healthcare
Manufacturing
Marketing
Retail
Services
Tech
Services for individuals:
We apply our deep financial knowledge to your unique situation to create your customized wealth management plan. A few of the services we offer:
01.
make the most of your assets
Investment Strategy and Budgeting
We’ll then write an investment and budgeting strategy guide customized to your situation and goals.
02.
assessing your tax risk and burden
Tax Optimization
Taxes are unavoidable. But assessing your tax risk and burden can be complicated, and errors can lead to huge penalties and financial destabilization. Be prepared.
03.
PREPARATION IS KEY
Retirement Planning
We’ll help you create a road map that leads to the reward of retirement.
16.3%
Average ROI of 16.3% Annually
Achieve long-term growth. Our clients enjoy an average annual ROI of 16.3%.
+200
Success Client Stories
Hear firsthand accounts of financial success from our satisfied clients.
$300M
In Sustainable Investments
Our sustainable investment options offer both strong performance and impact.
Case studies
Our
Guides
Success Stories
Success Stories
Success Stories
Success Stories
Case studies
Our
Guides
Our guides
Our guides
Our guides
Our guides
Services for businesses:
We are your business’s trusted partner in financial, structural, and continuity areas. We can assist throughout your company’s lifecycle. Some of the business services we offer:
We Invest Our Time in Your Financial Future
The cornerstone of Strategic Financial is our rigorous seven-month process to create our clients’ financial plans. We don’t use templates or computer-generated plans. Using the information you provide and our deep financial knowledge, we create a detailed plan to meet your unique needs.
It sounds like a lot because it is, and our clients love the results.
Ready to take the next step? Contact us today to set up an informational meeting:
Your assets are the building blocks of your financial future, and their allocation can make or break your investment journey.
01.
Business Continuity Planning
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
02.
Benefits Design
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
03.
More Advanced Business Strategies
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Insightful Reads
Featured
Tax Planning & Compliance
The Impact of Recent Tax Reforms: A Closer Look
Featured
Investment Strategies
How Diversification Can Boost Your Investment Portfolio
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
