Skip to main content

Who We Serve

Helping clients make smart, life-changing decisions is the focus at Strategic Counsel Wealth Advisory. Our clients should feel that their financial lives are simplified, protected, and elevated with a financial advisor who understands their level of complexity.

High-Net-Worth Individuals

We help clients with meaningful wealth stay organized, tax-efficient, and confident through disciplined planning and investment oversight, including access to unique, institutional-quality solutions available through our RIA.

Attorneys

We understand that attorneys need to protect their billable hours, not spend them managing personal finances. We handle planning and investment oversight so they can focus on what they do best, knowing their wealth is organized, strategic, and cared for with expertise.

Small Business Owners

We help entrepreneurs align their personal wealth with the needs of their business. Our role focuses on personal financial planning and strategic guidance, and we collaborate with CEPA-aligned specialists when deeper business expertise—such as valuation or value-building—is required.

This supports you in receiving comprehensive advice without leaving your financial life fragmented.

Business Exit Planning

Exit planning should begin long before retirement—not when you’re ready to step away. We help business owners start early, align personal finances with future goals, and coordinate with CEPA-aligned specialists to prepare for a stronger, more strategic transition.

Services

Our services are tailored—not templated—and designed to match the level of planning and support each client truly needs. From focused guidance to comprehensive, year-round collaboration, the depth of our work adjusts appropriately while maintaining the same disciplined investment oversight. Every relationship is grounded in clarity, fairness, and a commitment to meaningful long-term value.

Tax Planning

Business Planning

Retirement Strategies

Investment Management

Risk Management

Portfolio Management

Pricing

We discuss pricing privately once we understand your goals, but our structure is always transparent and aligned with the level of planning and support required. We also ensure the relationship is the right fit before moving forward.

Importantly, our pricing becomes more efficient at higher asset levels. Once planning is fully covered, additional assets are managed at a lower marginal cost—you are never charged more simply for having more wealth.

Fees remain fair, clear, and tied to value—not to wirehouse overhead or arbitrary asset tiers.