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ABOUT US

Strategic Asset Management Group subscribes to a conservative investment philosophy with a disciplined, well-thought-out approach which may enhance after-tax total returns and potentially reduce volatility in both good and bad financial markets. Through dedication and commitment, our goal is to help relieve you of the burden of managing your investment portfolio alone.

Our investment management professionals understand the complexities of today’s capital markets. We want you to enjoy your family and the fruits of your labor with the assurance that our staff of professionals is watching over your financial independence.

We provide a full range of professional money management and wealth management services to high net worth individuals, municipalities, and corporations.

Working towards financial independence is a complex and confusing process that requires a significant amount of time, knowledge and resources for even the most experienced investor. Every investor is an individual, with different needs and different objectives. Whatever your objectives-wealth preservation, asset growth, current income, or minimizing taxes-it is critical to discuss them in detail with a knowledgeable professional before you begin your investing.

Our comprehensive approach provides confidence in an ever-changing, dynamic investment world.

 

AVAILABLE SERVICES 

  • Alternative Investments
  • Asset Allocation
  • Asset Management
  • Cash Management and Banking Services
  • Charitable Endowment Fund
  • College Planning
  • Fee-Based Accounts
  • Financial Education
  • Fixed Income
  • Impact Investing
  • Individual Retirement Accounts (IRAs)
  • Millennial Investing
  • Portfolio Reviews
  • Retirement Planning
  • Tax Planning
  • Traditional IRA

Strategic Asset Management Group directly impacts and influences the future of our clients, their children and grandchildren. Our success will be determined by delivering top-tier performance and innovation that is unbiased and in the best interest of our clients. Strategic Asset Management Group will work towards helping you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.