Strategic Wealth Group Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Strategic Wealth Group (SWG) is a financial services firm that provides comprehensive financial consulting to closely held and family businesses as well as high net worth individuals and families. The firm focuses on asset protection, wealth management, and coordinated planning to help clients articulate financial objectives and implement a structured roadmap toward those goals. Its services address both business needs—such as succession planning, partnership agreements, key person planning, and employee recruitment and retention, including corporate retirement planning and group benefits—and personal financial needs, including investment management, risk management, education planning, retirement planning, and wealth planning. SWG emphasizes collaboration with other professional providers, like accountants and attorneys, to ensure client needs are met, and partners with LPL Financial to access research and solutions while maintaining a boutique-level service approach. Based in Glen Ellyn, Illinois, the firm operates as a boutique advisory practice within the broader financial services landscape. A recent development noted is its formal partnership with LPL Financial to enhance its research and client offerings.

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