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We are glad...

... that you are considering Strategic Wealth Management Group as your financial advisor.

Strategic Wealth Management Group is a highly experienced, credentialed and well respected asset management, financial and retirement planning firm. We recognize that preparing financially for the future is an ongoing process, and that over the years, your needs and lifestyle will change. That is why we think it is important to provide you with planning and asset management strategies to achieve your goals today ... and in the future.

Strategic Wealth Management Group works differently than other advisers by recognizing that your financial plan is constantly evolving. We focus on more than just your investments and believe the greatest value we can provide is to help you manage your changing landscape of financial decisions continuously. That's why we maintain constant and ongoing contact with our clients to help them through major and minor financial decisions as they occur. When you engage Strategic Wealth Management Group, you partner with a firm that stands by you to help anticipate and to help you manage your total financial life.

  • Financial Advisor Magazine's 2010
    Top Ranked Firms by Total Assets

    Top MD Planners – Medical Economics 2009
      

  • Listed as Largest Money Managers – Baltimore Business journal 2009

    Other recognitions and awards
  • Chad Foster passes Certified Board of Standards CFP® designation exam.  Congratulations Chad!

  • Jan Gratz, QKA has been appointed to the Board of the National Association of Retirement Plan Advisors (NAIRPA)
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