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Financial Services for Business Owners

Successful business owners face many challenges beyond the day-to-day operations of their firms. The needs of the business owner revolve around business structure, evaluation strategies, growth funding, and succession solutions.

Strategic Wealth Advisory Group can assist owners of closely held businesses develop strategies to help minimize taxes, maximize and protect the value of their business, and ensure the successful transfer of that business when the time comes.

We understand that the reason is complexity,an array of choices and decisions that are overwhelming.The human response is to put it off,keep on running the business. Our advisors will cut through the complexity,
employing years of experience and leveraging a team of experts to offer business owners a short menu of simple,easily understood options.The result is a customized solution that help protects and enhances the value of one's life work, putting potentially more in the pockets of the family while helping minimize taxes and ensuring a smooth transition.
 

Products and Services

  • Financial Services for Business Owners
  • Employee Benefits
  • Business Succession Strategies
  • Executive Benefits
  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Strategies
  • Annuities
  • Individual Retirement Account
  • Life Insurance

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245 South Street
Morristown, New Jersey
07960 United States

  •  Tel: 973-556-7300
  •  Fax: 973-556-7301
  •  info@strategicwg.com
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Strategic Wealth Advisory Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Strategic Wealth Advisory Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Strategic Wealth Advisory Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 1963499 DOFU 03/2018

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