This practice was founded to deliver deeper, more meaningful advice without the layers of cost, overhead, and outdated systems common in large brokerage firms. Our independent structure enables us to adopt certain advanced technology and AI-driven tools that are carefully vetted, which some wirehouses may be too slow to implement, aiming to create a more modern, efficient, and responsive experience for high-net-worth families.

We combine tailored strategy with access to unique investment solutions and a disciplined emphasis on low-cost, tax-efficient portfolio design—all delivered with the clarity, organization, and accountability clients deserve.

Strategic Counsel Wealth Advisory serves clients and families who want their wealth managed with clarity and confidence. With over 25 years of investment experience, we oversee the strategy so they can focus on the parts of life they value most.

Some clients require a broader, more in-depth planning relationship, while others need narrower, more focused support. In every case, we are committed to delivering disciplined guidance and ongoing structure so clients can move through their financial lives with ease and assurance.