# Strategic Family Wealth Counselors

Strategic Family Wealth Counselors is a Bank / Wealth / Trust based in Fairfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fairfield, United States
- **Region:** North America
- **Address:** 100 Passaic Ave, Suite 135, Fairfield, NJ 07004, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** strategicfamilywealth.com
- **LinkedIn:** https://www.linkedin.com/company/strategic-family-wealth-counselors-llc

## Regulatory record

- **CRD number:** 128199
- **SEC file number:** 801-69126
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128199

## About

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.

## Questions

### Who makes investment decisions at the firm?

The available public footprint — the firm's own website — does not name any principals, portfolio managers, or investment committee members. The leadership and decision-making structure is undisclosed.

### Does Strategic Family Wealth Counselors invest directly in private companies or funds?

The firm discloses no direct-investment or fund-commitment activity. Its public materials describe wealth management, financial planning, and fiduciary management, with no mention of private equity, venture capital, or alternative investments.

### How is the firm regulated?

As a registered investment advisor, the firm is regulated by the SEC or state securities authorities under the Investment Advisers Act of 1940. It explicitly markets its fiduciary status as central to its client relationships.

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- [Strategic Development Fund](https://altss.com/profile/strategic-development-fund)
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Last updated: 2026-08-11T02:43:31.692Z

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