STRATEGIC WEALTH, LLC
  • About Us
    • Our Beginning
    • Why Us?
    • Services & Fees
  • What We Do
    • Personal Planning >
      • Family Bank
      • Retirement Planning
      • Investment Management
      • Charitable Planning
      • Risk Management
      • Social Security Optimization
    • Business Planning >
      • Expense Reductions & Tax Credits
      • Business Valuations
      • Buy-Sell Agreements
    • Case Studies
  • Client Access
  • Articles
  • Contact Us

Services

Contact Us
You are a business owner today and that means you have a business to run. One day, that will change. After all

After all, there are four things that can happen, and at least one of them WILL happen:

  1. You might sell the business
  2. You might close the business
  3. You might transfer the business to friends or family
  4. You might keep the business until the day you die​ (there's no "out" clause on this one.)

What we do is to make sure that, no matter how you get out of business, you end-up in the best position possible. 
Learn more about what we do by clicking on the boxes below. 

Investment
​Management

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Social Security
​Optimization

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Risk
​Management

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Values-Based
​Financial Planning

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Charitable
​Planning

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Retirement
​Planning

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Business Planning

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Contact us with any questions.

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Strategic Wealth, LLC | 5957 Shiloh Rd, Suite 114 | Alpharetta, GA 30005 | (678) 456-5060
  • About Us
    • Our Beginning
    • Why Us?
    • Services & Fees
  • What We Do
    • Personal Planning >
      • Family Bank
      • Retirement Planning
      • Investment Management
      • Charitable Planning
      • Risk Management
      • Social Security Optimization
    • Business Planning >
      • Expense Reductions & Tax Credits
      • Business Valuations
      • Buy-Sell Agreements
    • Case Studies
  • Client Access
  • Articles
  • Contact Us