How We Serve

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Josh Ottinger PA Ins Lic #881520, Shawn Leayman PA Ins Lic #534456, Strategic Wealth Alliance Group, LLC PA Ins Lic #888996, Shawn Leayman NJ Ins Lic #1228169, Josh Ottinger NJ Ins Lic #3001173601, Strategic Wealth Alliance Group, LLC NJ Ins Lic #3000719460, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Strategic Wealth Alliance Group is an independent financial service firm. Insurance services are provided by Strategic Wealth Alliance Group LLC. Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products and services are not offered through Triad Wealth Partners. Neither Strategic Wealth Alliance nor Triad Wealth Partners offers tax or legal advice.

Investing involves risk including complete loss of principal. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation can be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This material is intended to provide general information about Triad Wealth Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. The information is of a general nature and should not be construed as investment advice.

Please visit https://adviserinfo.sec.gov/firm/summary/326523 for important regulatory information about Triad Wealth Partners.

Copyright – All Rights Reserved

Strategic Wealth Alliance Group