Strategic Wealth Management Advisors, LLC

1595 Paoli Pike, Suite 101, West Chester PA 19380
West Chester, PA 19380

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Wealth Management

Strategic Wealth Management Advisors was established to provide business owners, doctors, lawyers, and professional athletes with the comfort of best-in-class advice regarding wealth accumulation and protection..

Corporate Retirement Plans

Our goal is to prepare organizations and individuals for a sound, healthy, and prosperous retirement. To accomplish this goal, we assist business owners and employee's by identifying and understanding the complexities of a corporate client's life...

Estate Planning

Preserving your assets for generations to come works hand in hand with our overall core beliefs. Planning to protect your wealth through proper documents that will ensure your legacy will continue with your family. Gain an understanding of the options you possess...

Newsletters

Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators