Insights

Client-Centric Approach Strategic Wealth Specialists leverages The Living Balance Sheet to help clients achieve long-term financial independence, showcasing a focus on personalized, goal-oriented financial planning that appeals to clients seeking trustworthy and transparent advisory services.

Market Niche Operating within the financial services industry with a regional presence in Alabama, the firm emphasizes community-focused financial solutions, presenting an opportunity to expand its reach to similar mid-sized markets with a local touch.

Technological Infrastructure Utilizing a modern tech stack including Google Analytics, Cloudflare, and Bootstrap, the company demonstrates a commitment to digital engagement and data-driven client interaction, which can be built upon to enhance marketing and client acquisition efforts.

Growth Potential With an estimated revenue between 50 million and 100 million and notable industry competitors with extensive workforce and resources, there's an opportunity to scale operations, improve service offerings, and strengthen competitive positioning within the niche.

Partnership Opportunities As an agency of Guardian Life Insurance and offering securities through PAS, Strategic Wealth Specialists can explore strategic alliances or product expansion with insurer and financial partners to access broader markets and enhance service capabilities.

Strategic Wealth Specialists Tech Stack

Strategic Wealth Specialists uses 8 technology products and services including Cloudflare, FMG Suite, jQuery, and more. Explore Strategic Wealth Specialists's tech stack below.

  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Microsoft
    Miscellaneous
  • Bootstrap
    UI Frameworks
  • Google Search Console
    Web Analytics
  • GoDaddy
    Web Hosting

Media & News

Strategic Wealth Specialists's Email Address Formats

Strategic Wealth Specialists uses at least 1 format(s):
Strategic Wealth Specialists Email FormatsExamplePercentage
First.Last@strategicwealthspecialists.comJohn.Doe@strategicwealthspecialists.com
74%
FirstLast@strategicwealthspecialists.comJohnDoe@strategicwealthspecialists.com
22%
FirstLas@strategicwealthspecialists.comJohnDoe@strategicwealthspecialists.com
4%

Frequently Asked Questions

Where is Strategic Wealth Specialists's headquarters located?

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Strategic Wealth Specialists's main headquarters is located at 1110 Montlimar Drive Suite 420 Mobile, Alabama 36609 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Strategic Wealth Specialists's official website and social media links?

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Strategic Wealth Specialists's official website is strategicwealthspecialists.com and has social profiles on LinkedIn.

What is Strategic Wealth Specialists's NAICS code?

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Strategic Wealth Specialists's NAICS code is 52 - Finance and Insurance.

How many employees does Strategic Wealth Specialists have currently?

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As of June 2026, Strategic Wealth Specialists has approximately 71 employees across 2 continents, including North AmericaOceania. Key team members include Recruiting Director: N. L. P.Managing Director: C. G.Director Of Recruiting: M. G.. Explore Strategic Wealth Specialists's employee directory with LeadIQ.

What industry does Strategic Wealth Specialists belong to?

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Strategic Wealth Specialists operates in the Financial Services industry.

What technology does Strategic Wealth Specialists use?

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Strategic Wealth Specialists's tech stack includes CloudflareFMG SuitejQueryGoogle MapsMicrosoftBootstrapGoogle Search ConsoleGoDaddy.

What is Strategic Wealth Specialists's email format?

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Strategic Wealth Specialists's email format typically follows the pattern of First.Last@strategicwealthspecialists.com. Find more Strategic Wealth Specialists email formats with LeadIQ.

When was Strategic Wealth Specialists founded?

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Strategic Wealth Specialists was founded in 2012.

Strategic Wealth Specialists

Financial ServicesAlabama, United States51-200 Employees

We are a financial firm that provides "light and truth" in the community for personal and business finances. Using The Living Balance Sheet®, we assist our clients in building long term financial independence. Our most important job is providing financial security and an abundant life for those we serve. 

Strategic Wealth Specialists, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3664 Coolidge Ct. Tallahassee, FL 32311, ph# 850.562.9075. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.© Copyright 2005-2023 Guardian 2023-155102 Exp 5/25

Section iconCompany Overview

Headquarters
1110 Montlimar Drive Suite 420 Mobile, Alabama 36609 United States
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Strategic Wealth Specialists's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Strategic Wealth Specialists's revenue is estimated to be in the range of $50M$100M

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