Our 3 Core Strategies
Strategic Wealth Planning will develop your personal financial blueprint using our 3 Core Strategies:
Why Choose Strategic Wealth Planning
At SWP, your plan is more than an investment portfolio; it is a blue print of your entire financial life. We create comprehensive financial plans. Before you build a house, you create a blue print. Before you invest your money, buy life insurance, or create a trust, you need a financial blueprint, a SWP Plan.
Latest Updates
Private Market Investments
Private market investments (often referred to as “alternative investments” or “alts”), such as real estate, infrastructure, private credit, and private equity, offer unique opportunities not available in public markets. Incorporating these assets into your portfolio [...]
2024 Year-End Tax Updates + Financial Planning Considerations
2024 Year-End Tax Updates Guide and Financial Planning Considerations from SWP At Strategic Wealth Planning, we believe that tax planning is not just an annual activity but a foundational aspect of comprehensive financial and estate [...]
New Required Distribution Rules for Non-Spousal Inherited Retirement Accounts
History As of January 1, 2020, the SECURE Act[1] required non-spousal beneficiaries inheriting individual retirement accounts (IRAs) or 401(k)s to withdraw all money in the account within ten years of the decedent’s death.[2] However, the [...]