Experienced, reputable financial management.

At Strategic Wealth Consulting Group, Inc. (SWC) we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals. SWC is a full service financial services firm that truly offers an end-to-end strategy that consists of, but not limited to, investment management, portfolio design, retirement planning, pension benefit consulting, insurance strategies, and tax planning. We serve a selective group of large net worth clients using a strategic approach that provides value in helping our clients achieve their financial wealth success. Due to the size of our practice we can and do offer one on one, quick responses to meet your financial needs.

“Are you tired of working with faceless financial institutions or piecing together programs from a variety of bankers, brokers and insurance agents all by yourself? Integrate your financial affairs and you may be able to optimize your results”.

An integrated financial plan with Strategic Wealth Consulting Group brings together the most important components of your economic lifecycle and sets them in motion—in unison. Using “off-the-shelf” products and services can result in conflicting objectives, disrupting your ability to reach critical milestones. By following a well-balanced strategy that involves tax status optimization, pension planning, risk management, portfolio design and asset protection, you should be able to most efficiently meet your needs and objectives.

Your integrated financial team at Strategic Wealth Consulting Group will function as a single point of contact maximizing your hard-earned dollars by saving valuable time, potentially achieving your goals sooner and with less risk. Our ability to do so is secured by leveraging the resources at our parent company’s Advanced Equities Wealth Management (AEWM). By hiring an army of different specialists—an insurance agent, a broker, a financial consultant and others only compounds confusion and could delay positive results—We represent a single source of financial planning that encompasses all of the necessary expertise to achieve your financial goals.

The objective of our program is to help our clients accumulate, preserve and enjoy the wealth that years of hard work have earned. Our planning methodology projects the timeline and dollar amount necessary to achieve financial independence. We accomplish this by avoiding excess risk, maximizing allowable deductions, and preparing for unexpected events without compromising the lifestyle to which our clients have grown accustomed.

Our broker dealer, First Allied Securities, Inc., an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. Advanced Equities is a Chicago-based venture capital investment bank with offices in Chicago and San Francisco.