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About Us

Focused on Providing Guidance and Direction 

We at Strategic Investment Management have you in mind - you are why we do this. Our commitment to you is personal. After witnessing so many people struggling with financial challenges, we decided to launch Strategic Investment Management with the aim of providing purpose, vision, and direction to you, our clients.

With our deep understanding and extensive training in personal finance, we empower people like you to build prosperous futures. Following years of adhering to the highest principles in the industry, we secured a solid reputation of explaining and educating our clients in simple language—minus the industry jargon—so you can excel on your own and achieve your financial dreams.

Personalized Attention for Every Client

Personalized Attention for Every Client

As you wade through the complex financial industry, you can rely on our team and our approach to provide the personalized attention and financial education you need to understand your financial purpose and goals, as well as the steps you need to get there. We know that not everyone is in the same financial situations or has the same goals, which is why we recommend a personalized strategy for every one of our clients. Through building long-term relationships with you and understanding your personal financial goals, we can find a strategy that addresses your specific wealth management needs. Let us help you achieve your goals. 

Helping You Achieve Your Financial Goals

Helping You Achieve Your Financial Goals

Through the personalized wealth management services we offer, we can help you achieve the financial goals you’ve set for your life. Whether you’re just beginning your career and are starting to save or you’re transitioning into retirement, our team can help. Many of your planning efforts can benefit from highly specialized professionals. This is why we’ve developed trusting relationships with top professionals in related fields, including tax attorneys and pension plan administrators. No matter your goals or where you are on the path to achieve your financial dreams, we’re prepared to help you along the way.

Our Leadership

Lions, Tigers, and The Bear Market.

Our Bear Markets report tells you all you need to know about today’s news headlines. With a historical perspective, you can see insights and opportunities where others see doom and gloom.


Download Your Free Copy Here

Our Core Values

Integrity

Clients trust us to place their interests above all else. We'll never recommend something that's not right for your individual circumstances. We succeed when you succeed.

Advocating

The financial services industry can be complicated. You can trust we've seen it all and we're here to help you uncover new opportunities and protect your interests every step of the way.

Committed

Financial independence is a lifelong journey. We're committed to helping you reach your goals for the long-haul. We're committed to building deep and trusting relationships with you.

Experienced

We've seen the industry and have made it through historical ups and downs, and we've helped many people enter their ideal retirement.

What AIF® Means For You

As an Accredited Investment Fiduciary (AIF®), we focus on making recommendations that are always in your best interest. We’re not limited to providing solutions or selling you on any certain product which means we’re able to help you navigate through the industry to achieve your goals. 

We will give you, our clients, ethical advice at all time while instilling in you the confident expectation that we are taking care of you and your financial future.

A Client-Centered Approach

Our commitment is to giving you guidance toward your financial independence. Through educating you, without industry jargon, we can help you achieve your financial dreams. 

Our Approach

Our Services

Our highly specialized wealth-management professionals can provide the services you need, such as wealth management, retirement planning, financial planning and insurance analysis. 

Explore Our Services

Contact Us

We want to hear from you! Whatever state you live in or whatever life stage you’re in, we are excited to create a comprehensive financial plan that gives you freedom and confidence. Reach out today!

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