“People don’t plan to fail, they just fail to plan.”
As a Registered Investment Advisor (RIA), Strategic Edge Wealth Management, LLC, is bound by the fiduciary standard of care. As a fiduciary for its clients, Strategic Edge is morally, legally, and ethically committed to always putting our clients’ interests first. We maintain the highest levels of objectivity and diligence in everything we do.
The advantages of independence
We are not paid by any of the investment choices we offer—our open investment platform lets us select the investment vehicles that best suit your needs. This fee-based approach aligns with the fiduciary standard of care that our advisors are bound to uphold under the CERTIFIED FINANCIAL PLANNER™ designation.
Our mission at Strategic Edge Wealth Management, LLC, is to give our clients financial peace of mind by providing a comprehensive roadmap for achieving their goals. This roadmap is born of holistic financial planning and investment management.
Review our Form ADV.