Broker Check

Community Impact


Strategic Wealth Specialists is a proud member of this community. Our business is devoted to helping the individuals, families and small business owners who live and work here achieve their goals. While the world is constantly changing, it’s comforting to know some things stay the same; that we can rely on each other. We understand that each member of this community has important goals — some financial, others personal —and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing “what’s possible” and take you all the way to “it’s happening and I know I’m prepared.” Protecting our families, planning for the future and having the confidence to know that no matter what life may have in store, we are prepared.


In our business, contributing to the community goes well above and
beyond providing products and services that help families and small
businesses build confidence in their financial future. It also means
investing time and money into the community we call ‘home.’ By
supporting the local charitable and civic organizations, we continuously
serve others, thus making our community stronger. Together, we can
support all who live here — not just those we are privileged to call
our clients.


As an agency of The Guardian Life Insurance Company of America
(Guardian), Strategic Wealth Specialists is proud to help our clients
put the necessary protections in place to help secure the future of their
loved ones and their businesses. We’re also privileged to help those same
individuals build long-term financial security for themselves and their
families. For over 155 years, Guardian, a Fortune 250 company with a
strong set of values, has worked tirelessly to do the right thing. First and
foremost at Guardian, people count. And, as a mutual company, owned
by its policyholders, Guardian shares a common goal with its customers
— to deliver on its long-term promises. This commitment to enduring
financial strength and stability is core to Guardian’s commitment to its
Our firm holds these same values, and our commitment to continually
do the right thing for our clients and for our community guides our
actions each and every day. We hold ourselves to high ethical standards
and are pleased that our association with Guardian provides our clients
with access to a company that offers the kind of strength and integrity
they both expect and deserve.

*Financial information concerning Guardian as of December 31, 2018, on a statutory basis: Admitted Assets = $58.5 Billion; Liabilities = $51.3 Billion (including $44.3 Billion of Reserves); and Surplus = $7.2 Billion


Reflects all in force policies and contracts serviced by this agency as of 12/31/18.
Includes owners of in force life, disability income, long term care, policies as well as all securities accounts.
Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted
with Albridge and investments that have not cleared through Pershing as of 12/31/18). Market values of securities accounts are subject to
significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided
by representatives of this agency.
4 Represents Dividends paid in 2018 on Whole Life policies, excluding closed and surrendered policies.
Represents all Life and Disability claims paid in 2018.
- Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
- Financial information concerning Guardian as of December 31, 2018, on a statutory basis: Admitted Assets = $58.5 Billion; Liabilities = $51.3 Billion
(including $44.3 Billion of Reserves); Surplus = $7.2 Billion.