Strategic
Wealth
Advisors
A team of world-class wealth management professionals dedicated to helping clients navigate the transition from business ownership to financial freedom.
Why Strategic Wealth Advisors?
We understand that managing a lump sum of cash from the sale of your business may seem daunting. Choosing the right investment strategies to offset tax liabilities from that sale can be confusing. Knowing how to protect your family’s financial future probably feels overwhelming. These are just a few of the unique challenges you face after the sale of your business.
At this new stage of your wealth management journey, you deserve solutions designed with your unique needs in mind. You also deserve a team of world-class wealth management professionals dedicated to supporting you every step of the way.
In collaboration with carefully selected strategic partners, including BNY Mellon, Strategic Wealth Advisors (SWA) is uniquely positioned to offer comprehensive financial planning, best-in-class wealth management solutions and unparalleled support for business owners ready to enjoy the rewards of selling their successful business.
Our unique group-based model and reduced-fee structure have been designed with your interests at heart, offering advantages that individual investors may be unlikely to replicate independently.
Our Services
Investments
Tax Strategies
Family Office
Private Banking
Legacy Planning
Our Team
As founding partners of Strategic Wealth Advisors, Jasen Hedrick and Rich Brewer offer a powerful combination of financial, insurance, business, and personal experience. Together, they have spent the past several years developing an extensive portfolio of best-in-class wealth management services, forging strategic partnerships with global wealth management leaders, business brokers, and M&A firms to help clients transition from successful business owners to strategic wealth investors and long-term legacy builders.
Jasen Hedrick, Managing Partner
Rich Brewer, Partner
Harrison Pair, Advisor
Shawn Ramsey, Strategic Marketing Advisor
Jasen Hedrick, Managing Partner
Rich Brewer, Partner
Harrison Pair, Advisor
Shawn Ramsey, Strategic Marketing Advisor
Our Affiliated Partners
As a collaborative team, we work closely with other professionals to ensure our clients understand all aspects of financial planning and benefit from the best possible guidance. Here are some of the High-Net-Worth Investment Firms we partner with:
Check the background of investment professionals on FINRA’s BrokerCheck.