Strategic Wealth Advisors Group


The Network started as a study group of advisors sharing best practices and working to elevate the entire group to a higher level. They continue to host regular events to facilitate the meaningful exchange of ideas and encourage peer-to-peer collaboration.


The Network has always had its roots in education. SWAG continues the tradition of offering advisors high-quality educational sessions focused on products, advisory, marketing, practice management, succession, technology and compliance, as well as specialized training for administrative staff.


The Network has evolved to a level where advisors ask for help with more than just day-to-day operations. These out-of-the-box questions have created an opportunity for us to incubate ideas, bring in experts and go to our strategic alliances for help in finding solutions on behalf of our affiliated advisors.


The Network has always been fortunate in coming across the “financial stars” before they went mainstream as national keynote speakers or renowned industry experts. Advisors have access to a deep well of intellectual capital, and our meetings typically have speakers and resources that would only be reserved for much larger groups.


Through SWAG events, webinars, personal phone calls and office visits, their Business Development and Business Consulting Teams are in front of advisors between 10 to 20 times a year, providing high-level coaching, guidance and advice to help them put the pieces together to help create successful practices.


The Support Team at The Network has a single focus: to make advisors more productive. Their goals are to assist in processing business efficiently, to provide advisors with the correct answer in a timely manner and resolve issues so the advisors can spend their valuable time with their clients.