Business Details
Your Trusted Partner for Financial Planning in Dewitt, NY
Strategic Wealth Advisors is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission, operating under the highest fiduciary standards. Our team of seasoned professionals brings decades of combined experience in investment management, retirement planning, and complex estate and tax strategies. We specialize in creating customized financial solutions that align with each client's unique goals, prioritizing transparency, trust, and long-term success. By employing a disciplined Structured Investing approach, we focus on mitigating market volatility while maximizing portfolio growth potential. Our client-centric philosophy ensures all recommendations prioritize the client's financial interests, with full disclosure of fees, risks, and potential conflicts of interest.We serve retirees and individuals at every stage of retirement planning, offering personalized guidance through comprehensive financial plans. Our team includes certified experts with credentials such as CIMA and Accredited Fiduciary Certification, ensuring technical excellence in every service. We maintain strict compliance with regulatory requirements while fostering long-term relationships built on integrity and open communication. Our mission centers on reducing retirement-related stress through strategic consultation and implementation of sustainable income solutions. This commitment to excellence has earned us enduring client relationships and testimonials highlighting our responsiveness, expertise, and ethical standards.
Services
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Risk Management
Insurance Services
Wealth Management Strategies
Highlights and features
- We are SEC-registered fiduciaries legally required to act in your best interest.
- Our Structured Investing process delivers disciplined, risk-managed portfolio strategies.
- Certified professionals with 20+ years of combined experience in financial planning.
- Complete transparency with full disclosure of all fees and potential conflicts.
- Personalized retirement solutions tailored to individual needs, not generic templates.
Associations and certifications
- Registered Investment Advisor (RIA)
- CIMA (Certified Investment Management Analyst)
- Accredited Fiduciary Certification
- SEC Registered
- FINRA/SIPC
What people say
Trusted with our future
Prompt responses
Expertise
Prudent solutions
Successful retirement outcomes
Services
Retirement Planning
Our Retirement Planning service creates customized strategies to ensure financial security during retirement. We analyze current portfolios, develop tailored financial plans, and implement structured investment approaches that align with individual goals. This includes estate planning coordination and risk management to mitigate market volatility while maintaining growth potential.
Investment Management
Our Investment Management service utilizes a disciplined Structured Investing approach to optimize portfolio performance. We partner with top firms like Dimensional Fund Advisors to access low-cost, high-quality investment options while maintaining strict risk control measures aligned with client-specific objectives.
Estate Planning
Estate Planning services focus on efficient wealth transfer strategies that minimize tax implications and legal complexities. Our professionals coordinate with attorneys to create comprehensive plans that preserve family assets and ensure seamless transition of wealth across generations.
Risk Management
Risk Management solutions identify and mitigate financial vulnerabilities through diversified investment strategies and insurance products. We implement systematic approaches to protect assets from market downturns and unexpected life events while maintaining growth objectives.
Tax Planning
Our Tax Planning service develops strategic approaches to minimize tax liabilities through legal deductions, credits, and investment structures. We coordinate with CPA partners to create integrated solutions that maximize after-tax returns across different financial scenarios.
People
Marybeth Petrell
Managing Partner, Chief Compliance Officer
Marybeth Petrell oversees compliance and portfolio construction with 20+ years in investment services. She manages operational functions and initial client portfolio analysis at Strategic Wealth Advisors.
Richard S. Petrell
Partner, Investment Advisory Representative
Richard Petrell, CIMA-certified with 28 years' experience, specializes in retirement strategies and institutional-level wealth management solutions for clients at Strategic Wealth Advisors.
Courtney Wellar
Investment Advisory Representative
Courtney Wellar combines legal expertise with financial planning, offering 25+ years of tax and business law experience to Strategic Wealth Advisors' clients through specialized investment advisory services.
Questions
What financial services does Strategic Wealth Advisors offer?
We specialize in retirement planning, investment management, estate planning, tax optimization, and risk management solutions tailored for retirees and pre-retirees.
Are you legally required to act in my best interest?
Yes, as SEC-registered fiduciaries, we must prioritize client interests above all, with full disclosure of any potential conflicts.
What investment approach do you use?
Our Structured Investing strategy combines disciplined portfolio management with rigorous risk control measures aligned with individual client goals.
Do you serve clients outside New York?
We serve retirees nationwide while maintaining registration in New York and compliance with state-specific investment advisory regulations.
How are your services priced?
We fully disclose all fees upfront with transparent pricing structures that reflect the personalized nature of our comprehensive financial planning services.
What makes you different from other financial advisors?
Our fiduciary responsibility combined with decades of experience and specialized certifications ensures technically superior, ethically sound financial guidance.
