Firm Overview

Strategic Family Wealth Counselors, LLC is an SEC Registered Investment Advisor firm that is dedicated to providing comprehensive financial planning and ongoing support to assist our clients on their road to financial success. Each member of our team is driven to not only meeting, but surpassing the needs and expectations of our clientele. We have found that the most important characteristic that people look for when choosing an Investment Advisor is integrity. Our team exhibits a level of integrity and a work ethic reminiscent of the kind of mom and pop businesses that this country was founded on. We operate in the “high-touch”, relationship-driven financial services industry and maintain a highly personalized level of service. We help our clients simplify the demands of managing their wealth to enable them to devote time to their business, personal endeavors, and their family. We carefully position our client’s assets using a complex, yet easy to understand asset allocation strategy. We also develop and implement unique and comprehensive financial plans to help simplify, consolidate and integrate every aspect of our clients’ financial future.