River flowing through a forest with a granite mountain

Strategic Wealth Management Advisors, LLC

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

E-mail:

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

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

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

Lease Payment

How much would your monthly lease payment be?

More Calculators