Our 3 Core Strategies

Strategic Wealth Planning will develop your personal financial blueprint using our 3 Core Strategies:

Safeguard You & Your Family

Strengthen Your Business

Preserve & Enhance Your Estate

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.

Why Choose SWP

The Benefits of AWealthBox

Consolidate your financial information and store your important documents like wills, trusts and directives.
SWP planning clients enjoy access to this secure program.

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Latest Updates

  • Volatility and Risk

Volatility and Risk

By |February 23rd, 2022|

We understand that big market swings make investors nervous.  We have received several questions about the current condition of the stock market and market volatility in particular.  To answer those questions, we like to discuss [...]

  • 2021 End-of-year Tax Planning Strategies

2021 End-of-year Tax Planning Strategies

By |December 2nd, 2021|

As 2021 draws to a close, we want to provide our clients with strategies for year-end tax planning. Retirement Account Contributions We suggest you maximize your retirement account contributions.   For 2021, the maximum IRA or [...]

  • “Trusted Contact Person” – Who, Why, How?

“Trusted Contact Person” – Who, Why, How?

By |September 21st, 2021|

In 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule which allows an investor to authorize her or his adviser to contact another person, a “Trusted Contact Person,” in limited circumstances, for assistance [...]

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