Strategic Wealth Management

Differentiated By Experience, Strengthened By Independence.
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We thrive on bringing the best possible financial planning to Southwestern Virginia.  Come by and see us in our Marion office.

Meet Our Team

Take a moment to meet our team.  We are passionate about personal finance and welcome the opportunity to get to know your family.

Learn Our Process

Our process is planning-based and built to oversee all aspects of our clients’ finances – from investments to lending and everything in between.

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We thrive on offering the latest in investment management and financial planning technology for our clients.