Strategic Wealth Group is an independent financial services firm dedicated to helping clients simplify the complexities of their financial lives. The firm operates with a client-first philosophy, providing personalized strategies for investment management, financial planning, retirement planning, and estate conservation. They emphasize a holistic and transparent approach, acting as fiduciaries for their clients. The group is comprised of LPL Financial Advisors, leveraging the resources of LPL Financial, a major independent broker-dealer in the United States.

Founded in

Australia