Strategic
Wealth
Advisors

Other Services

In addition to our high net-worth financial services, Strategic Wealth Advisors offers a range of services to accommodate the needs of clients at different stages of their wealth management journey. These services include:

Retirement Planning

Insurance Planning

Long-term Care Planning

Investment Planning

Business Retirement Services

SmartVestor Pro

As a SmartVestor Pro, Jasen Hedrick is committed to educating and empowering you to develop a plan for your financial future. Whether you attended Financial Peace University, read The Total Money Makeover, listen to The Dave Ramsey Radio program, or simply picked up a few Dave Ramsey financial strategies along the way, Jasen can help you build on what you have already learned.

Learn more here.

Meet With Jasen

Our Calculators

See how small changes can have a big impact on your goals by using these free calculators. See how variables like your savings rate, market returns, retirement year, and planned distributions can effect your savings for retirement, college, and other goals.

Click To Access Our Calculators

Loan Calculator
Savings Calculator
Retirement Estimator
College Savings Estimator
Required Minimum Distribution
Solo 401(k) Calculator

Our Partners

To provide clients with access to a wide range of best-in-class products and services, Strategic Wealth Advisors works with several industry-leading partners.

Contact Us

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Address

8402 Six Forks Road
Suite 103
Raleigh, NC 27615

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Phone

919-274-7117

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Email

Email Jasen
Email Rich
Email Harrison

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.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, IL, NC, NH, OH, OR, PA, SC, TX, VA, VT, WV. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Strategic Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Strategic Wealth Advisors