Structured Wealth Management is an authorized AssetLock® Personal provider. AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for 401k, 403b, 457b, and TSP plans. It is designed to track and inform users about the progress of their retirement accounts.

Welcome to Structured Wealth Managment

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Please call the office or email us to get a copy of the firms current ADV Part II or Investment Management Agreement

Ask Us A Question

The Quadrant Plan

The Quadrant Plan provides a structured process of allocating your total portfolio based on your unique goals and priorities.

Learn More

Our Approach

The investment landscape has evolved and is becoming more complex. Diligent investment principles are key to building a firm foundation for your portfolio. Our structured investment approach guides the management of all investment strategies offered by our firm. It includes five key principles:

Recent News

Is Retirement Really About Numbers?

For some people, retirement is all about the numbers, the age ...

Read more

HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?

The term HENRY (High Earners Not Rich Yet) refers to ...

Read more

Financial Planning and Living Globally

The past 100 years have seen changes in how people plan for ...

Read more

Is Your Life Insurance Valid if You Die While Traveling Abroad?

Traveling abroad or living abroad is a new normal for many ...

Read more