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Strategic Wealth Management

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Facts about Strategic Wealth Management

Description
Website
swmgrp.com
HQ Location
United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of Strategic Wealth Management

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Facebook
Linkedin
@strategic-wealth-management

Strategic Wealth Management employees

James Berquist avatar
James Berquist
Owner
Mel Rokeach avatar
Mel Rokeach
Owner
Nick Moustacas avatar
Nick Moustacas
Owner
Kimberly Martin avatar
Kimberly Martin
President
Amol Rautamo avatar
Amol Rautamo
Director
Shuler Griffin avatar
Shuler Griffin
Director, Member Services
Nicholas Moustacas avatar
Nicholas Moustacas
Director
Roxanne Thompson avatar
Roxanne Thompson
principal
Cathy Chan avatar
Cathy Chan
Tax Accountant
Lisa Asencio avatar
Lisa Asencio
Office MGR
Hurt Richard avatar
Hurt Richard
Chief Operating & Finance Officer
Jessica Macchia avatar
Jessica Macchia
Accountant
Christy Budd avatar
Christy Budd
Paraplanner

Frequent questions about Strategic Wealth Management

How many employees does Strategic Wealth Management have?
Strategic Wealth Management has approximately 11-50 employees.
What is Strategic Wealth Management's industry?
Strategic Wealth Management is involved in the industry of Financial Services.
Where is Strategic Wealth Management's headquarters?
Strategic Wealth Management's headquarters is located in United States.
What is the website of Strategic Wealth Management?
You may visit their official website at https://swmgrp.com
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