About Us
Strategic Wealth Management Group is a comprehensive Financial Services Firm and General Agency of Massachusetts Mutual Life Insurance Company (MassMutual) serving the state of Wisconsin and Northern Illinois. Our objective is to assist our clients to achieve financial security in a complex and constantly changing world. We design strategies to help you achieve what is important to you.
We begin with a thorough assessment of your present financial situation so you can see where you stand. We listen in order to gain a thorough understanding of exactly what your objectives are for you, your family and your business. Only then do we begin to design a financial strategy specifically for you.