Check the background of this financial professional on FINRA's BrokerCheck.

Business Owners

You have your own business, confronted with myriad decisions each and every day. From getting new clients, keeping the current ones happy, and making your business thrive and grow, the challenges are incessant.

As business owners ourselves, we get that. We know you’re successful because you’ve given everything you have to making your business the top priority. We’re merely suggesting you consider directing a small portion of your assets to establishing an investment plan that balances out some of those business risks to which you’re exposed.

We at Strategic Wealth Management can help. Starting with a comprehensive Personal Investment Policy Statement, a financial blueprint designed specifically for you, we’ll construct a wealth-creation program that will neutralize some of the risks associated with your business. We’ll regularly monitor your program, adjust it for changes in market and personal conditions, and manage it with the most skilled professionals in each asset class.


 
 
 

Securities offered through MCG Securities, LLC Member FINRA/SIPC.  Investment Advisory services offered through Bluestone Capital, LLC.
Bluestone Capital management, LLC, does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 610 337-6500.

2017 © Strategic Wealth Management Advisors, LLC | Form ADV

 


Check the background of this financial professional on FINRA's BrokerCheck.