About Company

Strategic Wealth is an independent wealth-management and financial-planning firm with offices in El Paso, Texas and Phoenix/Scottsdale, Arizona that delivers comprehensive services including financial planning, investment and retirement planning, estate and wealth-transfer strategies, risk management and insurance planning, tax planning, business succession, and asset-preservation solutions. Strategic Wealth partners with firms such as Osaic Wealth and M Financial Group to access best-in-class products while remaining independently owned, and the company emphasizes a team-based, client-centered approach that produces customized plans tailored to each client’s life stage and long-term goals.

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