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


If you’re like many of the lawyers with whom we work, you’re not only making money, but you’re also putting some away in your company’s 401(k) plan. That’s the good news.

But your income could be at risk when a portion of your compensation is deferred into plans sponsored by your law firm. Even at well-run firms, the managing partners are concerned about how underfunded these partner plans are — and how reluctant younger partners are to make sacrifices to support the plan.

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 adjust for any vulnerabilities in your situation. 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.