Strategic Asset Management

Strategic Asset Management

The firm was formed in 2019 as the investment-management arm of Strategic Tax & Retirement and Strategic Insurance Group, two established Rochester-based practices. Together the three entities — asset management, insurance, and tax — operate as a single umbrella designed to coordinate financial planning, money management, tax preparation, and insurance placement for individuals, corporations, and other business entities. The structure positions Strategic Asset Management less as a standalone asset manager than as the investment sleeve of an integrated retail-advisory partnership. Strategic Asset Management organizes its offering around four delivery channels: fee-based financial planning, fee-based 401(k) advisory, charitable-giving strategies, and tailored annuity products. The firm also markets a proprietary software tool, the Retirement Positioning System, to advisors and end clients. On the investment-options side, it references a "boutique money management firm" that provides self-managed portfolio strategies on a fee-only, non-commission basis — a relationship that points to a sub-advised or separately-managed-account arrangement rather than an in-house investment team. Headcount and total asset figures are not publicly disclosed. The firm operates from a single office in Rochester, Minnesota. No adjacent vehicles, co-investment clubs, or external philanthropic foundations are mentioned in its current public materials. Recent activity cannot be independently verified from the available record, and no dated operational milestones from the last 24 months are published by the firm. The firm's structural differentiator is a horizontal-integration thesis — income-tax preparation, risk-management insurance lines, and investment advisory are housed together under one practice umbrella. Most wealth managers source tax and insurance capabilities externally; Strategic Asset Management’s model makes those disciplines native to the platform, targeting clients for whom coordination gaps across advisory silos are the primary friction point.