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Strategic Wealth Advisors Overview
Type
Multi Family Office
Year Founded
1999
General Information
Strategic Wealth Advisors is a multi-family office headquartered in Scottsdale. Founded in 1999, the family-run firm traces its wealth to advisory fees generated by the founders’ long-standing financial planning practice. It provides investment management, tax planning and concierge family-office services to entrepreneurial families and business owners seeking generational wealth stewardship—delivering integrated planning across portfolios, trusts and legacy goals.
Contact Information
Website:
https://www.xpertadvice.com/
Year Founded:
1999
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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