Insights

Community Focus Strategic Wealth Specialists emphasizes providing transparent and trustworthy financial advice to the local community, highlighting opportunities to offer personalized financial planning solutions that align with their mission of financial security and independence.

Mid-Sized Market Niche With 51 to 200 employees and a revenue range of 50 to 100 million dollars, the company is positioned as a mid-sized firm, suggesting potential for tailored growth services, technological enhancements, and strategic partnerships to expand its client base.

Technology Utilization The company employs a modern tech stack, including Google Analytics and cloud-based tools, indicating openness to digital marketing, data-driven insights, and innovative advisory platforms that can be leveraged for client engagement and onboarding.

Aligned Competitors Strategic Wealth Specialists operates within a competitive landscape of large-scale financial firms like Charles Schwab and Merrill Lynch, presenting opportunities to differentiate through personalized service offerings and niche community-based strategies.

Growth Potential Given its affiliation with Guardian Life Insurance and focus on long-term financial independence, there is scope for introducing advanced financial products, advisory services, or strategic collaborations to attract new clients seeking comprehensive wealth management solutions.

Strategic Wealth Specialists Tech Stack

Strategic Wealth Specialists uses 8 technology products and services including Open Graph, Cloudflare, Modernizr, and more. Explore Strategic Wealth Specialists's tech stack below.

  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

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
44%
FirstLast@strategicwealthspecialists.comJohnDoe@strategicwealthspecialists.com
10%
FirstLas@strategicwealthspecialists.comJohnDoe@strategicwealthspecialists.com
2%
First.Last@strategicwealthspecialists.comJohn.Doe@strategicwealthspecialists.com
44%

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 United States. The company has employees across 1 continents, including North America.

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 February 2026, Strategic Wealth Specialists has approximately 71 employees across 1 continents, including North America. Key team members include Director Of Recruiting: M. G.Director Of It: M. D.Marketing Director: M. R. M.. 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 Open GraphCloudflareModernizrGoogle MapsGoogle Tag ManagerBootstrapGoogle AnalyticsAddThis.

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 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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