Strategic Wealth Group

Strategic Wealth Group At Strategic Wealth Group our team of dedicated advisors and support staff have our clientโ€™s goals in mind every step of the way. www.finra.org / www.sipc.org.

From the first meeting onward, we use sophisticated financial, tax, and estate planning strategies to help our clients. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Strategic Wealth Group, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and hav

e not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

๐ŸŽ†๐Ž๐Ÿ๐Ÿ๐ข๐œ๐ž ๐‡๐จ๐ฎ๐ซ๐ฌ ๐€๐ง๐ง๐จ๐ฎ๐ง๐œ๐ž๐ฆ๐ž๐ง๐ญ๐ŸŽ†โฃโฃPlease note that all Strategic Wealth Group and Strategic Tax Group offices will be closed ...
09/02/2026

๐ŸŽ†๐Ž๐Ÿ๐Ÿ๐ข๐œ๐ž ๐‡๐จ๐ฎ๐ซ๐ฌ ๐€๐ง๐ง๐จ๐ฎ๐ง๐œ๐ž๐ฆ๐ž๐ง๐ญ๐ŸŽ†โฃ
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Please note that all Strategic Wealth Group and Strategic Tax Group offices will be closed on September 7th, 2026 to commemorate Labor Day. If you require assistance, please donโ€™t hesitate to send us an email and we will work to respond as soon as we are back in office on September 8th.
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We hope you and your loved ones have an amazing Labor Day weekend!
โฃ
Sincerely, โฃ
Your Team at SWG

The countdown is on! We'd love to have you join our Q3 Town Hall on July 28th at 4 PM CST. Just send us a message and we...
07/22/2026

The countdown is on! We'd love to have you join our Q3 Town Hall on July 28th at 4 PM CST. Just send us a message and we'll get you the Zoom link!

Get to know our Summer Interns!It's shaping up to be a great summer, time to introduce two of the interns who've been ha...
07/20/2026

Get to know our Summer Interns!

It's shaping up to be a great summer, time to introduce two of the interns who've been hard at work this season.

Cade Kimmes (left)
Tea or coffee: neither! Prefers water.
Plays town ball for the Hastings Hawks, spends time fishing at the cabin
Fun fact: has a twin sister

Sam Meisner (right)
Coffee person
Loves golfing with friends
Fun fact: has visited every continent except Antarctica

Mark your calendars! Our Q3 Town Hall is coming up on July 28th, and we'd love for you to join us. It's a great chance t...
07/07/2026

Mark your calendars! Our Q3 Town Hall is coming up on July 28th, and we'd love for you to join us. It's a great chance to hear directly from our team on the latest updates and what's top of mind. Stay tuned for more details on how to join.

๐ŸŽ†๐Ž๐Ÿ๐Ÿ๐ข๐œ๐ž ๐‡๐จ๐ฎ๐ซ๐ฌ ๐€๐ง๐ง๐จ๐ฎ๐ง๐œ๐ž๐ฆ๐ž๐ง๐ญ๐ŸŽ†โฃโฃPlease note that all Strategic Wealth Group and Strategic Tax Group offices will be closed ...
06/30/2026

๐ŸŽ†๐Ž๐Ÿ๐Ÿ๐ข๐œ๐ž ๐‡๐จ๐ฎ๐ซ๐ฌ ๐€๐ง๐ง๐จ๐ฎ๐ง๐œ๐ž๐ฆ๐ž๐ง๐ญ๐ŸŽ†โฃ
โฃ
Please note that all Strategic Wealth Group and Strategic Tax Group offices will be closed on ๐‰๐ฎ๐ฅ๐ฒ ๐Ÿ‘๐ซ๐, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” to commemorate Independence Day. If you require assistance, please donโ€™t hesitate to send us an email and we will work to respond as soon as we are back in office on July 6th. โฃ
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We hope you and your loved ones have a wonderful Fourth of July weekend! โฃ
โฃ
Sincerely, โฃ
Your Team at SWG

Today, Strategic Wealth Group had the privilege of packing 75 gift boxes for cancer patients alongside GiveItWell. GiveI...
06/25/2026

Today, Strategic Wealth Group had the privilege of packing 75 gift boxes for cancer patients alongside GiveItWell.

GiveItWell is a local, female-founded 501(c)3 non-profit organization whose mission is "to support individuals undergoing cancer treatment by providing care packages, confidence-building resources, and wellness experiences that promote confidence and hope."

GiveItWell's passion for their cause is undeniable. Without ever having to say it, their actions fight for the belief that no one should have to face a cancer diagnosis alone. We are beyond grateful to be a small part of honoring that.

Last month, Strategic Wealth Group team came together for some offsite meetings and a little retreat time. We took this ...
06/08/2026

Last month, Strategic Wealth Group team came together for some offsite meetings and a little retreat time. We took this opportunity to reconnect as humans and remind ourselves why we do what we do.

Providing true financial guidance is a task that goes beyond just looking at the numbers. This mission means a lot more when you're surrounded by the people who believe in it just as much as you do.

At the end of the day, every conversation we had kept coming back to the same thing: our clients. That's the "why" that keeps us grounded. We're proud to do this work together, and we're so excited to continue building our relationships with you all ๐Ÿ˜Š

Feeling extremely grateful to sponsor Cass Lake-Bena High School students at the golf course last weekend. It was great ...
05/12/2026

Feeling extremely grateful to sponsor Cass Lake-Bena High School students at the golf course last weekend. It was great seeing these students out on the course. Go Panthers!

โ€ผ๏ธIMPORTANT NOTICEโ€ผ๏ธThe Strategic Wealth Group and Strategic Tax Group offices will be closed during the dates of Wednes...
05/08/2026

โ€ผ๏ธIMPORTANT NOTICEโ€ผ๏ธ

The Strategic Wealth Group and Strategic Tax Group offices will be closed during the dates of Wednesday, May 13th - Friday, May 15th for off-site meetings.

Please note that response time will be delayed. We will get back to you as soon as possible upon our return on Monday, May 18th. We appreciate your patience and look forward to reconnecting!

04/08/2026

โฐ 1 week until Tax Day!

If you're mailing anything to the IRS, please be aware of a USPS postmark timing issue. While USPS typically postmarks mail within 1-2 days of drop-off, recent reports show it can take up to 4 days. A late postmark could mean a late filing.

To get a same-day postmark, bring your envelope directly to the post office counter and ask the clerk for a local postmark.

This affects:
โ€ข Estimated tax payments mailed to the IRS
โ€ข Checks submitted as tax payments
โ€ข 2025 Roth IRA contributions (postmark must be April 15 or earlier)

Questions? Email us at [email protected].

Address

7820 Terrey Pine Court Suite 200
Eden Prairie, MN
55347

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+19528434944

Website

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