A Trusted
Financial Advisor and Guide..........

Our Services

StrategicGlobal is an independent, fee-only financial advisor and private wealth management firm managing the complex needs of high net-worth individuals through investment management and financial planning. We providing expertise and consultative services in the areas of :

  • Strategic ETF Portfolio Alignment
  • Wealth Management
  • Retirement Planning and Forecasting
  • Holistic Life Planning
  • Estate Planning
  • Lifetime Financial and Goals Timeline Forecasting

We utilize the breakthrough ADVIZR software to maintain an interactive Financial Plan that both you and your advisor can continually refine as you move towards retirement. Consider it your storehouse of financial data, account tracking and forecasting, estate planning, document storage (vault), and multiple cash flow forecasting scenarios which you can reference and update as you wish. Of course, your advisor is always there to help guide you along on your journey.

Our 6 Point Professional Ethics Statement

We are Fiduciaries that Adhere to Strict Standards of Responsibility and Transparency

We Embrace the Legal Fiduciary Obligation to Place Client's Interests First

We Deliver Comprehensive Financial Planning Evaluation and Execution

We Provide Fee-Only Advice and are NOT Compensated by any Commissions

We Remain Independent of any Bank, Broker Dealer, Money Manager, or Custodian

We Do Not Hold Any Client Assets, Securities, or Funds

Our Team

Our team provides the highest standards of ethics and integrity based on experience and professionalism.

We are fiduciaries that adhere to strict standards of insight and transparency.

We Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First.

We Deliver Comprehensive Financial Planning.

We Provide Fee-Only Advice and are NOT compensated by Commissions.

We Remain Independent of any Bank, Broker Dealer, Insurance Company, or Custodian.

We Do Not Hold Any Client Assets, Securities, or Money.