Founded in 2007, Strategies Wealth Advisors (SWA) is a boutique wealth management firm known for expert advice, personalized recommendations, and the close relationships we share with our clients and communities. We serve High Net Worth Individuals using a team-based approach bringing holistic perspectives around the table based on financial planning topics, tax advice, legal and estate considerations and investment execution. At the start of our relationships, we discuss the goals for the families and institutions with which we work. We believe any decisions made or advice given should be driven from those goals. Many of our clients own or have owned a privately held business and our services are tailored to best practices learned with over 100 years of combined financial services experiences from our professionals. Our team is made up of JDs, CPAs, MBAs, CFPs, CLUs, ChFc’s among other designations to ensure we have diverse skill sets to serve our client’s needs. Our mission is to help you achieve your goals by managing your assets, protecting your wealth, and maintaining your financial legacy. As a Registered Investment Advisory firm, our firm’s professionals act in a fiduciary capacity, meaning we put our clients’ interests first, always.