Private Wealth Strategy With Clarity.
Coordinated for Complexity.
Built for Modern Life.

We help families, founders, executives, and private equity professionals navigate the evolving financial landscape with integrated strategy, thoughtful planning, and sophisticated solutions that align every part of your financial world.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Advisors are not affiliated.

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Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. 

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Strategic Wealth Advisors