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Strategic Wealth Advisors
Strategic Wealth Advisors was established in 1999 by Laurie Bagley, a former JPMorgan VP, and her husband John A. Bagley, a CPA with real estate experience.
Strategic Wealth Advisors
Strategic Wealth Advisors was established in 1999 by Laurie Bagley, a former JPMorgan VP, and her husband John A. Bagley, a CPA with real estate experience. The firm’s capital base originated in recurring advisory fees rather than a single operating business or inheritance. The office allocates across growth-stage direct co-investments, fund-of-funds commitments, real estate, infrastructure and distressed situations. Confirmed geographic reach includes North America, Europe, Asia and the Middle East. Sector exposure spans Healthcare Services, FinTech, Industrial Tech, Media & Entertainment, Mobility & Transportation and Supply Chain & Logistics. The Bagleys maintain a small team and operate from a single Scottsdale location. Laurie Bagley holds memberships in the Phoenix CFA Society and CFA Institute; John Bagley has served on the University of Arizona Phoenix Alumni Board. No material operational events have been recorded in the last 24 months. The firm’s structure remains a traditional multi-family office without external capital raises or public vehicles, preserving direct control over client mandates and succession within the founding family.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Laurie Bagley
Founding Principal and Manager
John A. Bagley
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Strategic Wealth Advisors?
Laurie Bagley serves as Founding Principal and Manager. John A. Bagley acts as Principal with input on real estate and tax matters.
How does Strategic Wealth Advisors source proprietary deal flow?
The firm relies on long-standing relationships from its financial planning practice and regional networks including the Phoenix CFA Society.
Is Strategic Wealth Advisors structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office serving multiple entrepreneurial families through integrated planning rather than a venture-style fund.
Does Strategic Wealth Advisors participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct co-investments or SPVs.
Where does the underlying wealth come from?
Wealth traces to advisory fees earned by the founders’ financial planning practice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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