Strategic Wealth Group

Eden Prairie, Minnesota

★ 4.8 (19 reviews)
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About

Strategic Wealth Group, founded in 2001 and based in Eden Prairie with an additional office in Lino Lakes, Minnesota, provides financial planning, investment management, and tax planning services to families, business owners, young professionals, and retirees across the United States. The firm operates as an independent fiduciary in advisory relationships and employs a research-based investment process that considers clients' time horizons and risk tolerance. The practice specializes in retirement, tax, and estate planning and uses systematic documentation and current investment research software to inform its strategies.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

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