Strategic Wealth Inc.

About Us

Shawn is a licensed financial planner, and founder of Strategic Wealth Inc, located at the beautiful Lake of the Ozarks, MO. Strategic Wealth is family owned and operated, currently serving clients across twenty-six states. Shawn has 23 years of financial services experience, including bank management, insurance, investments & financial planning. Our firm primarily works with individuals who are looking to accelerate the growth of their wealth and mitigate risk while having an advisor at the helm coordinating their planning alongside their other trusted advisors, CPAs & attorneys.

We believe we are in the “service” business, that communication is the key to great relationships, and we always seek to promise low, and deliver high. Shawn, his wife Erin of 28 years, and their four daughters have lived at the Lake of the Ozarks for the past 17 years, where he has served on the Morgan County RII School Board, Habitat for Humanity of Morgan County Board, the Missouri Securities and Investment Program Board, the Morgan County Health Center Board & the City of Versailles Planning & Zoning Commission.

Please see my website at www.swealthinc.com for additional information and disclosures.
3736 Osage Beach Parkway, Osage Beach, MO 65065 573-693-9337
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.