Strategic Wealth Assurance Email Format
Financial ServicesSouth Carolina, United States2-10 Employees
Strategic Wealth Assurance is an independent insurance and financial planning firm based in Columbia, South Carolina. The company pursues a holistic planning approach to help individuals and business owners address their financial needs, focusing on living benefit life insurance, health insurance, property and casualty, and retirement planning. Its services are aimed at clients seeking integrated solutions to protect assets, manage risk, and plan for future financial needs. With a small professional team, the firm operates within the financial services industry, offering guidance and strategies that align with clients’ long-term financial objectives. The firm’s location in Columbia situates it within the Southern United States, and its emphasis on comprehensive planning reflects its role as a generalist advisory practice within its market.