SWG is a comprehensive financial consulting firm that partners with closely held & family businesses as well as high net worth individuals and families to develop sound asset protection and wealth management strategies. SWG’s goal is to listen and understand our client’s financial objectives and to help them implement the proper roadmap to achieve those goals. Through this comprehensive and objective approach, SWG strives to establish deep, long-lasting and valuable relationships. We can help your business succeed by developing the optimal strategies for: Succession Planning Partnership Agreements Key Person Planning Employee Recruitment and Retention - including corporate retirement planning and group benefits We can help your personal financial plan succeed through our expertise in : Investment Research and Management Risk Management Education Planning Retirement Planning Asset Management and Wealth Planning We work closely with other professional service providers including accountants and attorneys to make sure all of your needs are being taken care of. We partner with LPL Financial to help bring our clients world class research and solutions while providing the expertise and service of a boutique firm. We like to think it gives our clients the best of both worlds.
View Top Employees from Strategic Wealth GroupWebsite | http://www.swgadvisors.com |
Revenue | $654000 |
Employees | 9 (7 on RocketReach) |
Address | 45 S Park Blvd Suite 130, Glen Ellyn, Illinois 60137, US |
Phone | (630) 469-0101 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Clear Financial Group, IWM Partners Inc, MLM Wealth, Navesink Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Strategic Wealth Group employee's phone or email?
The Strategic Wealth Group annual revenue was $654000 in 2024.
Ryan Hagan is the Partner and Vice President of Strategic Wealth Group.
7 people are employed at Strategic Wealth Group.
Strategic Wealth Group is based in Glen Ellyn, Illinois.
The NAICS codes for Strategic Wealth Group are [52, 5239, 52393, 523].
The SIC codes for Strategic Wealth Group are [628, 62].