Why StratWealth

StratWealth’s primary mission is to Serve Others to Make Lives Better. To do that, we nurture a genuine culture where everybody matters.

When you experience StratWealth, you will immediately be immersed into a Culture of We. In Serving Others to Make Lives Better, we believe that we must work as a team, side by side, with you. We approach your goals strategically, while embracing your aspirations. We are grateful for that opportunity! We know our clients by name, not just by account number. We take the time to listen in order to understand your lifestyle and your objectives. Then, we work collaboratively to help accomplish your defined goals. We embrace the culture of we and invite you to explore the difference that we can make together!

Who We Serve

StratWealth has served the unique needs of an extremely diverse client base for over 25 years. Our team provides comprehensive strategies to serve:

The StratWealth Team

James K. Eichelberger
CFP®, AIF®
Partner/Chariman
Jennine Ramsey LaCroix
CFP®, MBA, AIF®
Partner
James M. Griesser
CFP®, AIF®
Partner/Chief Compliance Officer
Kimberly S. Magaha
CFP®, AIF®
Partner
Gary P. Desjardins
CFP®, CRPS®, AIF®
Partner
Edward C. von Lange
CFP®, CPFA®
Head of Business Development, Senior Advisor
Amanda N. Campbell
CFP®, CDFA™, AIF®
Director of Financial Planning

Joseph P. Garrison
CFP®, AIF®
Partner

Patricia B. Achterhof
CPFA®, RPSM®, AIF®
Chief Operating Officer

James DeCarlo
Chief Executive Officer


Why Choose StratWealth

StratWealth’s primary mission is to Serve Others to Make Lives Better.
To do that, we nurture a genuine culture where everybody matters, every day.

The Next Piece – To Your Piece Of Mind

Get To Know StratWealth

To learn more about Strategic Wealth Management Group, LLC. or to speak with a team member, please complete the request form below.

 

Let’s Get Acquainted

Give Us A Call:  800.796.3331


Nurture
We honestly care for our clients and each other, taking pride in our ability to offer assistance.
Expertise

We excel at what we do — and we understand the value of striving to become even better.

Integrity

We strive to earn trust throughout every interaction by promising only what we can deliver, and delivering on what we promise.

Teamwork

We build healthy, beneficial relationships through positive interactions, one at a time.