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

Physicians

The profession you’ve chosen has a unique set of challenges. You’re working long hours, with little time for family and friends. There is a tremendous amount of stress.

And if you make an error or miss some important piece of information, the human, professional, and financial consequences can be disastrous. 

We at Strategic Wealth Management can help. We’ll start by eliminating the “spend now and save later” strategy that characterizes your profession. Then we’ll create a Personal Investment Policy Statement, a financial blueprint that will lay out your wealth-creation program…one that will be regularly monitored, adjusted for changing market and personal conditions, and managed by 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.