Strategic Wealth Alliance Group is an independent financial services firm that helps clients pursue retirement security, financial independence, and a lasting legacy through personalized strategies. Its approach, called the Lion-Hearted Process, centers on understanding each client’s purpose and priorities, then building a plan intended to support greater confidence and freedom. The firm’s services include retirement planning, investment management, reliable retirement income strategies, legacy optimization, and healthcare planning. It also addresses tax considerations as part of clients’ broader financial picture, while directing clients to qualified professionals for specific tax or legal advice.

Strategic Wealth Alliance Group serves clients from offices in Allentown, Pennsylvania, and Daytona Beach, Florida. Insurance services are provided by Strategic Wealth Alliance Group LLC, and investment advisory services are offered through Triad Wealth Partners, an SEC-registered investment adviser. The firm notes that investment involves risk and that insurance products are available only where appropriately licensed and approved. Its website also offers information about the team, its planning philosophy, events, careers, and ways to get in touch.