Strategic Wealth Advisory Group

Strategic Wealth Advisory Group Inc., provides personal guidance on your financial objectives. We work with you to meet your immediate and long term goals, including estate or retirement planning, as well as general investing.

We help you select the right portfolio to meet your needs, balancing opportunities against your tolerance for risk and the time horizon of your investments. We give personal attention, without the pressure associated with larger financial services firms.

Working through our broker/dealer, we offer hundreds of mutual funds, stocks, bonds, and portfolio products. Through our insurance agency, we have access to all the top rated insurance carriers. Our team specializes in estate planning, annuities with income for life, disability insurance, long term care insurance and life insurance.

Strategic Wealth Advisory Group Inc., is an independent practice operating as a Branch Office through Southeast Investments NC Inc, OSJ, 820 Tyvola Road in Charlotte, NC. our Broker Dealer. All brokerage transactions are provided through National Financial Services, a division of Fidelty Investments.

Southeast Investments, N.C. Inc.and National Financial Services are members of SIPC.

Securities in accounts carried through National Financial Services, LLC (“NFS”) are protected in accordance with the Securities Investors Protection Corporation (“SIPC”) up to $500,000 (including up to $100,000 cash awaiting investment.)  NFS also has arranged for coverage above these limits.  Neither coverage protects against the decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC or to request a SIPC brochure, visit www.sipc.org or call 1-202-371-8300.