Strategic Wealth Management

Differentiated By Experience, Strengthened By Independence.

Committed. Professional. Local.

We thrive on bringing the best possible financial planning services to Southwestern Virginia. Come by and see us in our Marion office or Roanoke office.

Meet Our Team

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