Strategic Wealth Management Group, LLC dba Wealthspire Advisors (formerly known as StratWealth) Employee Directory

Financial ServicesMaryland, United States0-1 Employees

Strategic Wealth Management Group, LLC dba Wealthspire Advisors is a financial services firm based in Fulton, Maryland. The organization operates within the independent wealth management landscape, offering a structured, client-focused approach to financial planning and advisory services. It emphasizes a collaborative, person-centered process that aims to align clients’ lifestyles and objectives with their financial goals through an eight-step planning framework.

The company serves individuals such as pre-retirees and retirees, as well as business owners seeking guidance on growth and transition, presenting itself as a firm that knows clients by name and engages them in a listening-led, team-based service model. In the broader market, Wealthspire is part of a network of firms in the wealth management sector and has publicly announced strategic developments, including planned acquisitions and organizational expansions, highlighting its ongoing evolution within the industry.

Sign up for free to view info

Company overview Email format