Comprehensive financial services and wealth management strategies
Strategic Wealth Management Group, through its business partnership with Mid Atlantic Capital Corporation (MACC), a registered broker dealer and Mid Atlantic Financial Management, Inc. (MAFM), a registered investment adviser, provides comprehensive financial services and wealth management strategies. We specialize in the design, implementation and monitoring of performance driven financial and investment management programs for individuals and closely-held businesses.
Backed by our client-focused services and team approach, we are driven to exceed your expectations. Better yet, our strategic alliances enable us to objectively deliver the best financial services available.
The professionals at Strategic Wealth Management Group can guide your financial future. If both performance-driven investing and tax and estate planning are vital to your future, Strategic Wealth Management Group, demonstrates a passion for exceeding the expectations of our clients.
The principals of Strategic Wealth Management have over 100 years of combined experience in the financial services industry. Within our team approach each principal provides a level of expertise in specific areas. James P. Reese Jr., backed with over 30 years of experience in public accounting and the financial services business, provides extensive investment, tax, and estate planning research for all of the firm’s personal, corporate, and institutional clientele. Michael T. Bigley, an Accredited Investment Fiduciary (AIF) has over 30 years’ experience in the public accounting and financial services industries providing investment advisory services to specializing in 401k plans, in addition to retirement plans and individual clients. James F. Berquist, a Certified Income Specialist (CIS) has over 40 years in the financial services industry providing technical and fundamental research on individual stocks and marketable securities with a particular emphasis on fixed income securities.
We strive to fulfill the objectives of our Mission Statement:
“We pledge to deliver tailored investment advisory services enabling our clients to achieve their specific financial goals and objectives. We value our integrity above all else and endeavor to provide superior customer service distinguishing our firm from all others.
At Strategic Wealth Management Group, we believe our clients are our most valuable asset”
Please visit us on line at www.swmgroup.com.
This article is sponsored by Strategic Wealth Management Group.