Who We Are

About Us

Strategic Advisor Group was founded on the guiding principle of serving the unique needs of our clients. For over 20 years, we have focused on delivering innovative financial strategies and building strong and lasting relationships with our clients.

Our mission is to provide you customized strategies for building and protecting investment assets, business value, and wealth. We have a multi-disciplinary team of professionals who work with you to better understand your objectives and specific circumstances.

We develop a plan that takes into account current and future needs while allowing flexibility in producing an overall plan that is both strategic and comprehensive.

Our Approach

Our approach is best described as a strong partnership between you, our internal team of attorneys, CPAs, CFAs and other highly skilled professionals, and your other advisors.

Each team member has particular roles and areas of specialization, but our planning results are a collective effort. Your team may consist of a designated Partner, relationship manager, as well as legal and/or tax specialists.

We strive to clearly communicate expectations and adhere to agreed-upon timelines. The final outcome is the result of ideas that develop throughout a process of communication, discussion and thought progression.

Best practices require timely, efficient, and effective implementation of agreed-upon changes. Thereafter, we adhere to a policy of monitoring, administration, and reporting of relevant information to service the plan.

Our Approach

Our approach is best described as a strong partnership between you, our internal team of attorneys, CPAs, CFAs and other highly skilled professionals, and your other advisors.

Each team member has particular roles and areas of expertise, but our planning results are a collective effort. Your team may consist of a designated Partner, relationship manager, as well as legal and/or tax specialists.

We strive to clearly communicate expectations and adhere to agreed-upon timelines. The final outcome is the result of ideas that develop throughout a process of communication, discussion and thought progression.

Best practices require timely, efficient, and effective implementation of agreed-upon changes. Thereafter, we adhere to a policy of monitoring, administration, and reporting of relevant information to service the plan.