Our Process

You & Your Family, Where Are You Today? Where Are You Trying To Go? Strategic Wealth Advisors Group, Inc. helps you and your family to see where you are today, where you would like to be financially, and what it will take to get there.


We use a structured financial planning process to help bring you clarity, confidence and financial peace of mind. This process focuses on:

An Emotional Check-In A series of questions that will help you identify where you are emotionally in relation to your finances and investments.

A Financial Check-In We’ll help you take a financial inventory, looking at your assets, debts, insurance coverage, and estate documents. The inventory brings you further clarity, and it helps Strategic Wealth Advisors Group’s planners make more educated and appropriate recommendations for you and your family.

Where Are You Trying To Go? This stage of the planning process is about vision and goal setting. You’ll identify what you want financially, than we put a price tag on your financial goals. You and your family have the opportunity to articulate and prioritize your financial goals.

What Will It Take To Get There? This is an action step, in which we establish a plan and implement it so you may achieve your financial goals. We take pride in keeping things simple and explaining this process in a way in which you can understand. Unlike other advisors, when you leave our office you will be able to understand and make sense of what our strategy will be to help accomplish your goals.

Strategic Wealth Advisors Group, Inc helps individuals and families achieve financial peace of mind. To get started, give us a call today at (586) 203-2275.

Our Services

Insurance Solutions

Retirement Planning

Social Security

Investment Management

Funeral Planning

Estate Planning



Strategic Wealth Advisors Group
Gives Back

Strategic Wealth Gives Back is our community outreach program made possible through our partnership with Gradient Gives Back Foundation, a non-profit organization. We invite Americans who have fallen on hard times to connect with us for an opportunity to be awarded six months of housing payments.

Applications will be reviewed and screened as they are submitted. One family will be selected annually. Apply or nominate a family by clicking the link below!

Application Donate

Retirement Planning – Prepare for Your Future

Our home office is located in Utica, MI. We serve clients in Arkansas, Kansas, Missouri, Michigan, Illinois, Indiana, Ohio, and Pennsylvania and provide Financial Planning and Asset Management services through third-party money managers.

We work with both pre-retirees to help grow their accumulated wealth and with retirees to help make sure you have enough income throughout your retired years. We take pride in working with an aging American population and making sure that their investments are aligned with their goals. We offer strategies to help provide safety and security for them especially during the time in which they will need to access their money the most.

Funeral Planning & Estate Planning Resources

Not only is it important to make sure that you have the proper help in accumulating your wealth, but it is equally important to preserve what you have when you retire and then having someone who is going to be there for your children/beneficiaries to help in the distribution of your wealth upon your passing. We make sure that there is a plan in place to help transfer your wealth to your loved ones in the most beneficial way possible.

You Can Meet with a Wealth Advisor in Your Home

Our customer service is impeccable at Strategic Wealth Advisors Group, Inc.! In addition to our educational seminars that we do on an ongoing basis, we provide complimentary one-on-one meetings in our office as well as in the privacy of your own home. We know that as our client’s age, we want to make sure that we are there for you, even when you can’t make it into our office. This is why it has always been a standard practice with us to make ourselves available to meet you at your convenience in your own home.

We look forward to meeting with you very soon and providing you with the financial checkup that you deserve.

Our Team

Tim Sullivan
Founder and CEO


Julie Sullivan
Vice President


Kenneth Schwartz
Medicare Agent / Insurance Agent




Terri Swinburnson
Client Service Specialist


Kaitlynn Sullivan
Client Service Coordinator


Strategic Alliances

Michael Ayoub
Owner of Cranbrook Loans / Mortgage Specialist


Jasmine Moore
Estate Planning Attorney


Michael Binger, CFA®
Senior Portfolio Manager of Gradient Investments, LLC


Mariann Montagne, CFA®
Senior Investment Analyst of Gradient Investments, LLC




*Our firm’s strategic partners/alliances are not employees, or directly affiliated with, our firm.

Our Location

Strategic Wealth Advisors Group, Inc.
11111 Hall Road
Suite #101
Utica, MI 48317

O: (586) 203-2275
(877) 488-4188 Toll Free

E: tsullivan@strategicwealthadvisorsgroup.com


Schedule Your Complimentary Analysis Today!

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