Wealth does not guarantee financial security. Strategic works with successful people to develop investment, business and estate planning strategies that will enable them to protect and grow their assets while realizing their long-term financial goals.
- Our proprietary investment strategies are tax-efficient and fully customizable so that the risk and return objectives of the client are directly reflected in their portfolios.
Learn about our Investment Management solutions
- Strategic's diverse team works in concert with our client's outside advisors to ensure that business and estate planning solutions are developed proactively and in accordance with the objectives of the client.
Learn about our Financial Planning solutions
| Contact: | Judith Vicks Sweet, CFA Chief Financial Officer Strategic Investment Advisors, Inc. |
| Telephone: | 315.724.1776 |
