​Strategic Wealth Management Solutions, LLC is an independent Registered Investment Adviser committed to providing exceptional, personalized financial services. Specializing in managing complex portfolios for clients with a minimum of $1 million in investable assets, the firm offers expertise in trust, individual, IRA, philanthropic, and tax-sensitive accounts. Operating on a “fee-only” basis, they ensure unbiased advice free from commissions or referral fees. Based in Virginia Beach, VA, Strategic Wealth Management Solutions delivers tailored strategies to meet the unique financial goals of each client.​

Services: Portfolio Management, Trust Services, Tax-Sensitive Investment Strategies
Address: Virginia Beach, VA
Phone: 757-226-0010
Website: Strategic Wealth Management Solutions
Contact Email: ajones@swmsllc.com​