Strategic Wealth Management Solutions, LLC

Strategic Wealth Management Solutions, LLC is an independent Registered Investment Adviser dedicated to delivering exceptional service to a select number of clients. We are particularly attuned to the needs of trust clients and offer an excellent servicing alternative to the large corporate providers. The Adviser has expertise managing portfolios of wide-ranging complexity for clients with at least $1 Million in assets to invest and is highly experienced working with trust, individual, IRA, philanthropic, and tax-sensitive accounts. Service is provided on a "fee-only" basis with no inherent bias or conflict of interest from commissions, loads, trailer fees, referral fees, etc. The firm is based in Virginia Beach, VA. Services Provided Discretionary or Non-Discretionary Investment Management as Agent on Behalf of Trustees Revocable Trusts – Strategic Wealth Management Solutions could be named in trust documents to serve as investment manager. For existing documents, we would ordinarily reimburse Clients for nominal attorney's fees associated with re-drafted language such that the grantor, or an independent trustee, would be named in place of any existing trustee also serving as investment manager. Strategic Wealth Management Solutions could then serve as agent on behalf of the trustee and provide investment management for the trust assets. Irrevocable Trusts / Cemetery Trusts – Strategic Wealth Management Solutions could be named in trust documents to serve the role of investment manager. For existing documents, we would review the language in order to determine if flexibility exists for our involvement as investment manager while a third-party fiduciary (such as an independent trust company) fulfills the role of trustee. Customized Investment Management for High Net Worth Investors Defensive Growth Strategies Individual high-quality bond portfolios Tax – Conscious Strategies Strategies for low cost basis concentrated stock positions Coordination, As Desired by Client, with Related Advisers Trust & Estate Attorney Accountant Life & Health Insurance Provider Property & Casualty Insurance Provider

Address: One Columbus Center, Suite 600 Virginia Beach, VA 23462 USA

Phone: +1 757 226 0010
FAX: +1 757 222 1276