About Strategic Wealth Advisors Group
Strategic Wealth Advisors Group is a Financial Services company based in Utica (United States) founded in 2017. It offers retirement planning, investment strategies, health care, tax, and legacy services. It operates on a B2C model in Financial Services and Technology sectors. Strategic Wealth Advisors Group offers products and services including Retirement Planning Service, Investment Strategy Service, Health Care Planning Service, Tax Planning Service, and Legacy Planning Service. Its focus areas include FinTech, Investment Tech, Retirement Planning and Wealth Advisory. Its legal entity is Strategic Wealth Advisors Group, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Strategic Wealth Advisors Group, Inc. delivers personalized financial advisory services, focusing on retirement planning, investment strategies, health care coverage, tax optimization, and legacy management to help clients achieve secure futures. Based in Utica, Michigan, they assist individuals and federal employees through tailored strategies and resources, ensuring comprehensive support for long-term financial goals.
- Headquarters Utica, United States
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website strategicwealthadvisorsgroup.com
- Social X Facebook
- Legal Name Strategic Wealth Advisors Group, Inc.
Products & Services of Strategic Wealth Advisors Group
Strategic Wealth Advisors Group offers a comprehensive portfolio of products and services, including Retirement Planning Service, Investment Strategy Service, Health Care Planning Service, Tax Planning Service, and Legacy Planning Service.
Assists in building plans for lifelong income and expense management
Develops strategies based on risk tolerance and volatility
Covers medical cost planning for retirement needs
Optimizes tax strategies to preserve assets
Creates tax-efficient plans for family inheritance
Competitors of Strategic Wealth Advisors Group
Strategic Wealth Advisors Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Strategic Wealth Advisors Group
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Strategic Wealth Advisors Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Strategic Wealth Advisors Group
Strategic Wealth Advisors Group was founded in 2017.
Strategic Wealth Advisors Group is headquartered in Utica, United States. It is registered at Utica, New York, United States.
Strategic Wealth Advisors Group, Inc. delivers personalized financial advisory services, focusing on retirement planning, investment strategies, health care coverage, tax optimization, and legacy management to help clients achieve secure futures. Based in Utica, Michigan, they assist individuals and federal employees through tailored strategies and resources, ensuring comprehensive support for long-term financial goals.
Strategic Wealth Advisors Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Strategic Wealth Advisors Group offers Retirement Planning Service, Investment Strategy Service, Health Care Planning Service, Tax Planning Service, and Legacy Planning Service.
Strategic Wealth Advisors Group operates through Strategic Wealth Advisors Group, Inc..