Meet the Team

To help you with investment management and financial planning, we have partnered with Triad Wealth Partners, LLC, a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission(www.triadwealthpartners.com). Triad Wealth works with financial advisors across the country and specializes in investment management research and strategies, advanced planning, and back-office operations. By partnering with Triad Wealth, we’re able to leverage industry leading experience and deliver more value to our clients. Triad Wealth Partners and Strategic Wealth Alliance Group are independent of each other and maintain separate offices.

Our firm may or may not be selected to manage your investment assets. We provide asset management services for certain account types, as determined by your specific financial situation and objectives. In some cases, your assets may be managed by another investment advisory firm or through internal resources. The use of our services as a solution is not guaranteed and is subject to the discretion of your financial advisor.