Strategic Wealth

Managing your wealth starts with a financial partner who listens, understands, and who provides a clear, actionable plan.

FIRM UPDATE:

New name, new look, and stronger than ever!

We’ve been helping El Paso clients establish, grow and preserve their wealth for over 14 years. And now it’s time for some exciting news: We have a new name, a new look, and we’re expanding! Strategic Wealth Advisors is now Strategic Wealth. The update signals a fresh approach: the new name is focused less on what we are (Advisors) and more on what our relationship means for our clients.

Along with the new name, Strategic Wealth will feature a new logo, corporate colors, and a new website. The firm is repositioning itself as a regional consultancy that specializes in wealth management across several life stages.

We are also proud of our expansion into Scottsdale, Arizona in the Phoenix metro area. We feel that our new presence in the Valley has many similarities to El Paso and are excited to build strong roots with clients and centers of influence. We’ve also made strides to focus our strategies that meet our clients in whatever stage of life they may be. In spite of our brand changes, we remain a wealth management partner who listens, understands, and provides clear, actionable plans. Our new tagline sums up why we exist: for all the life you love.

Please expect updates to our website address and email addresses. If you have questions or would like to speak to one of our partners, please contact us. It would be our pleasure to start a conversation with you!

Wealth Management is more than investments

It begins with a conversation. What does money mean to you? What drives you in building wealth? What is your starting point? Having this conversation with an experienced advisor makes a difference. It means clear-eyed context and a curated set of solutions to meet your individual needs.

Meet the Team

Wealth Solutions

  • Wealth Transfer
  • Investment Planning
  • Risk Management
  • Insurance Needs
  • Estate Planning
  • Asset Preservation Strategies
  • Retirement Planning
  • Business Succession Planning
  • Tax Planning
Learn More

Value Proposition

We are not owned by any insurance or investment conglomerate. We serve you independently by strategically partnering with various financial institutions on a global level that provide best-in-class services.
Learn More

Strength in Numbers

$ 0 M
Strategic Wealth
$ 0 B
Triad Advisors
$ 0 T
TD Ameritrade
$ 0 T
Charles Schwab
$ 0 T
Fidelity Investments

A custom plan for every phase of your life

Emerging Professionals

Now is the time to define your life, get established and grow your career. Time is on your side, and it’s a powerful tool to grow your wealth.

Prime Earning Years

This season calls for a multifaceted approach. Peak earning means peak saving and peak opportunities. Performance and a tax-favored strategy can make all the difference for the road ahead.

Fruits of Your Labor

In this stage, income and wealth preservation become more important than ever. You are also defining your new purpose in this “third half” of your life. Let your next adventure begin!

Women & Money

Women face unique challenges in building wealth. New opportunities, responsibilities, and an increased life expectancy call for a plan tailored to a woman’s circumstances.

Women in Transition

Women shoulder a heavy burden in times of sudden change. A well-thought strategy can increase the comfort level and provide a sense of security during the storms of life.