Strategic Wealth Group

Strategic Wealth Group is a financial planner in Eden Prairie, MN. The firm provides specialized services including retirement, tax, and estate planning for families, business owners, and young professionals. Their expertise covers a wide range of needs, such as 401(k) transition services, Social Security planning, asset accumulation, and executive benefit or succession planning. With a 4.80 rating, the firm serves its local community as well as clients throughout the United States.

The firm utilizes a team-based approach, bringing together advisors with diverse backgrounds and perspectives to address complex financial matters. As independent fiduciaries, the advisors focus solely on the interests of their clients when creating investment strategies. Their process involves using up-to-date software to research investment strategies that balance financial objectives with time horizons and risk tolerance. The team provides proactive guidance through various life stages, including college funding, disability insurance, and managing wealth during both lifetime and beyond.

Located on Terrey Pine Ct, the office is situated near the intersection of Eden Prairie Road and West 78th Street. The location is a short distance from the Round Lake Beach and the Round Lake Splash Pad.

Strategic Wealth Group is recognized for its dedication to providing personalized, customized approaches to every client's financial situation. The firm's long-standing history, beginning nearly twenty-one years ago, reflects a commitment to helping individuals and businesses navigate evolving financial journeys with confidence.

The firm provides comprehensive, tailored financial solutions to help clients achieve their long-term goals in Eden Prairie.