Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
1st Strategic Wealth Advisors is a family-owned practice, where we understand that an investment and retirement strategy can be a generational plan. We understand the importance of creating a legacy in your business and in your family.
Joe is the founder of 1st Strategic Wealth Advisors and has been an Investment Advisor Representative for over 13 years. Joe is committed to offering comprehensive financial planning for both individuals and business.
In addition to his investment expertise, Joe combines more than 35 years of income and estate tax experience enabling the development of financial plans with the objective of delivering the highest after-tax gains while managing estate, inheritance, and income taxes.
Derek is an Investment Advisor Representative with 1st Strategic Wealth Advisors. He has a passion for using technology and proven resources to build long term investment strategies for the accumulation and distribution of wealth.
Karen is the Director of Client Services for 1st Strategic Wealth Advisors and is committed to processing daily transactions professionally and on a timely basis.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.