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We are committed to providing our clients with the highest level of service. Are you ready to begin your financial planning journey? Please feel free to contact us using the information below.

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    PHONE
    [(815) 623 – 1511]

    EMAIL
    [contact@stratwealthmgmt.com]

    Mail

    [10772 Main Street, Suite 1, Roscoe, IL]

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    As a valued client of Strategic Wealth Management, you have 24/7 access to our secure client portal, a convenient online platform that provides you with access to your financial information and allows you to stay connected with your financial advisor.

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    Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    List of Securities Licensed States

    David’s Licensed States: Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Nevada, New York, North Carolina, Texas, and Wisconsin

    Maxwell’s Licensed States: Colorado, Illinois, Texas, and Wisconsin

    • View Our CRS Form
    • David’s Brokercheck Link
    • Maxwell’s Brokercheck Link
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