Strategic Wealth Consulting Group, Inc.

Gain from an independent perspective.

Strategic Wealth Consulting Group, Inc.  is an independently owned financial consulting firm with more than 18 years of  industry experience dedicated in providing personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Strategic Wealth Consulting Group, Inc. (SWC) works closely with Physicians, Dentists, and other small business professionals by assisting them with solving their complex financial needs. We provide integrated wealth management strategies in helping our clients in achieving and preserving financial wealth success and a life of significance.  We devote significant time and energy into every client we work with.

We are a full service financial services firm that truly offers an end-to-end solution that consists of, but not limited to:

• Investment Management

• Portfolio Design

• Retirement Planning

• Insurance

• Pension Benefit Consulting

• Tax planning

• Wealth Management

Whether you are just starting to save for your future, or are a seasoned investor, Strategic Wealth Consulting Group has the financial management experience to direct you towards reaching your objectives. We offer financial and investment services through First Allied Securities, Inc.

Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.