Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
When you enlist the help of Structured Wealth Advisors, not only do you hire us, you also hire an experienced team that will help you pursue your retirement goals. We have aligned ourselves with the following team members.
Dimensional Fund Advisors
Loring Ward Advisory Services
FTJ Fund Choice
USAdvisors Wealth Management
Landenburg Thalmann Financial Services Inc
We invite you to discover and experience the power of our team approach to wealth management without the inherent conflicts of interest that characterize firms that do not follow a fiduciary standard of care.
As fee based registered investment advisory associates, we are obligated to provide you with a fiduciary standard of care that puts your interests before ours. In other words, when you win, we win.
Our approach to investing is not for everyone, which is why every potential client is interviewed to determine if they are the right fit for our firm. By limiting our practice to a select group of clients that share our core beliefs and values on the way to approach capital markets, we can manage our growth while ensuring that each client receives exceptional service.
Bottom line, we take a structured approach to helping you develop a strategy to address your financial goals and objectives, while harnessing the power of capital markets. Decades of research guide our way.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.