
Strategic Wealth
Strategic Wealth is a fiduciary financial advisory firm offering personalized wealth management services tailored to clients’ unique life stages and financial goals. Operating offices in El Paso, Texas, and Phoenix/Scottsdale, Arizona, the firm provides a comprehensive suite of services, including investment planning, estate planning, risk management, retirement strategies, and tax planning. Strategic Wealth adopts a holistic approach, recognizing that each client’s financial journey is distinct. The firm emphasizes proactive, customized strategies to support clients through various life phases, such as emerging professionals, prime earning years, and retirement. As a member firm of M Financial Group, Strategic Wealth collaborates with Osaic Wealth, Inc., and Osaic Advisory Services, LLC, to offer a broad range of financial solutions while maintaining independence from insurance or investment conglomerates. This structure enables the firm to provide best-in-class services through strategic partnerships with leading financial institutions.