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Wealth Accumulation, Preservation and Distribution Strategies
Our Team

James K Beakas
Managing Partner / Investment Advisor Representative
Fax Number: 419-720-6070
Phone: 419-720-6060
Email: jbeakas@strategicwealthllc.com

Sean J McGhee
Managing Partner / Investment Advisor Representaive
Fax Number: 419-720-6070
Phone: 419-720-6060
Email: smmcghee@strategicwealthllc.com

Jeffrey Utterback
Investment Advisor Representative
Fax Number: 419-720-6070
Phone: 419-720-6060
Email: jutterback@strategicwealthllc.com
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