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Strategic Wealth Management Advisors, LLC

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

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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..

 

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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...

 

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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...

 

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Explores how investment strategy changes once retirement begins.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck