At Strategic Wealth Advisors Group, we don’t just serve you as an advisor. Like a member of your family, we walk with you through every milestone of your retirement journey. Begin Your Journey Curious about your risk score? Free Portfolio Risk Analysis Our Team Is Committed To You. Our...
We strive to provide the expert guidance, innovative solutions and unparalleled service necessary tobuild and protect wealthfor a lifetime. We are dedicated to helping our clients navigate life transitions with confidence and financial security, allowing them tolive the life they've always wanted. ...
team@swe90.com 310-491-7975 Brett R. Henderson is a registered representative of Vanderbilt Securities LLC and investment advisor representative of Consolidated Portfolio Review. Strategic Wealth Endeavor Inc. and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group...
Learn More Meet The Team Linda Christ Dick GrbacCFP® President Suzi Grbac Vice President Jeremy JoinerCFP® Sr. Wealth Advisor Michael Wellings Pam Hext Director of First Impressions
Strategic Advisors, acting as advisor and placement agent, assists business owners in obtaining various forms of financing. Through years of capital raising experience, we have the resources and national network to provide each client a customized financial package tailored to its needs, size, and ...
FINANCIAL ADVISOR Intellectually curious and fiercely competitive: these two characteristics define Manvir's work ethic. Holly Chea, MBA Client Associate Data Analyst Holly Chea's client-centric approach to helping them achieve generational wealth takes foundation in her academic excellence, wealth managemen...
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Our Team Christopher Aguele Founder, Wealth Manager View bio George Buck Client Portfolio Manager View bio Terence Barnett Wealth Manager View bio Nolan Menachemson LPL Financial Advisor, CFA, ChSNC View bio Lucas Margenot LPL Financial Planner View bio ...
Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you address retirement income, tax-efficient distribution strategies, risk management, investing, conservation, and wealth transfer strategies. As a CFP® and independent investment advisor, we are required to fulfill and maintain a fidu...
401(k)’s and other retirement plans are great opportunities to provide a competitive benefit to employees to save for tomorrow, but they are not uncomplicated. And, as a busy company owner working hard to attract and retain talent, you deserve an advisory team that works hard tomake your ...