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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..

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...

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...

Newsletters

Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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Calculators

College Funding

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Impact of Inflation

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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