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A Client-Centered Approach

We're Committed to Your Vision

We're Committed to Your Vision

At Strategic Investment Management, you are why we do what we do. It’s our mission to provide purpose, vision, and direction to our clients while providing the personalized attention our clients need to thrive. We’re committed to seeing your vision take shape and are passionate about empowering you to build a prosperous future. Through educating our clients, without industry jargon, you can excel on your own and achieve your financial dreams. 

How We Help Provide Purpose and Direction

How We Help Provide Purpose and Direction

We help people of every background, education, and experience discover the power of our team of experts and services. We’ll help you clarify and prioritize your goals and the direction to work toward to achieving the financial future you deserve. Through our commitment to serving you and giving you guidance along your journey to financial independence, we can help you fulfill your purpose and give you the financial freedom to focus on what matters the most to you. 

Trusted Partners in Your Financial Journey

Trusted Partners in Your Financial Journey

Throughout your financial journey, you’ll need a trusted financial partner – someone to help sort out the complexities of the industry and provide super education so you can focus on achieving your goals. By providing you with answers to all your questions and getting to know you and your ideal financial future, we can develop a long-term, trusting relationship with you and become one of your trusted partners. 

Expert Advice for Every Stage of Life

Each life stage has unique financial needs. We’re here to help you understand, strategize, and plan to achieve your financial dreams.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living in Retirement

Living in Retirement

A Personalized Process to Suit Your Needs

A Personalized Process to Suit Your Needs

We know that one strategy doesn’t work for everyone which is why we give you our undivided attention throughout the process of planning, executing, and following up with the financial strategy we create for you. Our personalized approach addresses your specific goals and objectives while working to educate you on the financial strategies that could prove essential to your financial success.

Additional Resources

Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More

Finding the Silver-Lining in
Today’s 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 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

About SIM

We are a fiduciary financial services firm that is committed to providing personalized attention, without conflicts of interest, to help you achieve your financial goals and focus on what matters most.

About Us

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!

Contact Us