Strategic Wealth Group

Strategic Wealth Group At Strategic Wealth Group our team of dedicated advisors and support staff have our client’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.

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 😊

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!

‼️IMPORTANT NOTICE‼️The Strategic Wealth Group and Strategic Tax Group offices will be closed during the dates of Wednes...
05/08/2026

‼️IMPORTANT NOTICE‼️

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

⏰ 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:
• Estimated tax payments mailed to the IRS
• Checks submitted as tax payments
• 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

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