Strategic
Wealth
Advisors

Selling your business is a major milestone — but it often comes with a new set of challenges. Managing newly realized wealth, navigating complex tax strategies, and safeguarding your family’s long-term financial security can feel overwhelming.

With this newfound wealth, you’ve outgrown the single-advisor relationship that you’ve relied on in the past. You now require a coordinated team approach — a collective of experts working together to optimize every aspect of your financial life.

At this stage in your wealth journey, you deserve more than generic advice — you deserve a plan built exclusively for you. You also deserve a team of world-class professionals committed to guiding you with clarity, confidence, and care.

In partnership with trusted strategic allies like BNY Mellon, Strategic Wealth Advisors (SWA) offers a comprehensive approach that combines financial planning, best-in-class investment solutions, and the personal support you need to fully enjoy the rewards of your hard-earned success. A significant wealth event also makes estate planning essential — yet many business owners haven’t addressed basics like wills or trusts. Through our relationship with BNY Mellon, we integrate these services seamlessly into your financial program, working alongside your local attorney and accountant to ensure your legacy is protected.

Our group-based model and reduced-fee structure are designed to put your interests first — delivering advantages that are difficult for individual investors to achieve on their own, including advanced tax-loss harvesting strategies available through our platform to help reduce taxable gains and preserve more of your wealth.