Strategic Wealth Management Advisors, LLC

1595 Paoli Pike, Suite 101, West Chester PA 19380
West Chester, PA 19380

E-mail:

Wealth Management

Strategic Wealth Management Advisors was established to provide business owners, doctors, lawyers, and professional athletes with the comfort of best-in-class advice regarding wealth accumulation and protection..

Corporate Retirement Plans

Our goal is to prepare organizations and individuals for a sound, healthy, and prosperous retirement. To accomplish this goal, we assist business owners and employee's by identifying and understanding the complexities of a corporate client's life...

Estate Planning

Preserving your assets for generations to come works hand in hand with our overall core beliefs. Planning to protect your wealth through proper documents that will ensure your legacy will continue with your family. Gain an understanding of the options you possess...

Newsletters

Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

ETFs Are Closing the Gap with Mutual Funds

Discusses ETF adoption and advantages over mutual funds.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

Reviews the downgrade from Aaa to Aa1 and possible market effects.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators