The Value of an Advisor

Independent financial advisors have the potential to deliver significant value to investors.
This framework can be a helpful guide when determining how an
advisor’s services and expertise may benefit your financial situation.

Protect Your Assets

Retirement Planning

The guidance, tools, and services necessary to prepare for retirement

Get Started Today

AssetLock^® is a communication tool used to help users stay informed on their retirement accounts.

Protect Your Assets

Financial Security

Income strategies to maintain your lifestyle in retirement

Get Started Today

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.

Learn More

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