Strategic Family Wealth Counselors

Strategic Family Wealth Counselors

Strategic Family Wealth Counselors was established in 2000 and operates from a single office at 100 Passaic Avenue in Fairfield, New Jersey. The firm is structured as a registered investment advisor, positioning itself as a fiduciary manager for a mixed client base that spans individual households, trusts, pension plans, and corporate entities. The firm's investment-advisory services are built around a discretionary and non-discretionary model, with a stated preference that clients custody assets at Charles Schwab. The website highlights wealth management, financial planning, investment advisory, and fiduciary management as distinct service lines, though it provides no detail on asset allocation, manager selection, or any direct-investment activity. No portfolio companies, fund commitments, or co-investment partners are disclosed. The firm lists no additional offices or professional headcount. There are no named principals, adjacent vehicles, philanthropic foundations, or club memberships identified in available sources. As an RIA that emphasizes fiduciary duty and coordination across financial areas, Strategic Family Wealth Counselors occupies the advisory-and-planning segment of the wealth-management market. Its structural differentiator is the combination of a fiduciary mandate with a directed-custody arrangement at a single major custodian — a setup that centralizes execution but keeps the firm smaller and less transparent than multi-custodial or institutionally oriented peers.