Strategic Asset Management

Investment Management, Financial Planners, Financial Planning Consultants

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30 Years

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(410) 751-2290Call Visit WebsiteVisit Website Map & DirectionsDirections241 E Main StWestminster, MD 21157 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Westminster with Investment Management

New Windsor (11 miles)
Finksburg (12 miles)
Hampstead (13 miles)
Upperco (13 miles)
Manchester (14 miles)
Boring (15 miles)

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Payment method

cash

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Strategic Asset Management, Ltd.

Strategic Asset Managemen

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https://strategicassetmgt.net/contact

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Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Phone: (410) 751-2290

Address: 241 E Main St, Westminster, MD 21157

Website: https://strategicassetmgt.net/contact

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Strategic Asset Management

Tax Planning
Bill has spent over 38 years in the financial industry and gained access to some of the foremost tax planning experts in the world. He has helped hundreds of clients to reduce their taxes. Of these clients, many received tax reductions in the hundreds of thousands of dollars, and select clients received 7 figures of tax savings.
Charitable Giving
Estate Taxes
Income Tax
Traditional estate planning has focused more on estate taxes. However, as a result of new tax laws, more people will be affected by income taxes than estate taxes. EPIC reviews your estate plan in order to make it as tax-efficient as possible by accounting for both income and estate taxes.
Capital Gains Taxes

Investment Management
Bryan earned his Bachelor of Science Degree in Business Administration from the University of Baltimore. He also earned the ACCREDITED INVESTMENT FIDUCIARY ANALYST (AIFA®) designation from the Center for Fiduciary Studies, in association with University of Pittsburg’s Joseph M. Katz Graduate School of Business, and the RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®) designation from the American College. Bryan’s continuing education endeavors include courses in Corporate Cash Management and Financial Planning for the Closely Held Business conducted by the College of William and Mary and the American Management Association, Estate and Asset Planning Using Trusts conducted by Raymond James Trust School, and Portfolio Management Theory and Practice conducted through Portfolio Concepts Inc.
Wealth Management
Redwood Private Wealth is the Registered Investment Advisor under which we provide comprehensive wealth management guidance and offer access to curated institutional-quality investment strategies and private investments.

Accounting Services

Financial Planning
Since taking the helm, Scott has transitioned the mostly local, compliance-based practice to a strategic tax reduction niche, incorporated holistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe.
Retirement Planning
The foundation of this planning strategy is built on balancing the power of the capital markets with actuarial science. Adopting the THE TRUE NORTH SOLUTION in disciplined manner will provide you with three powerful retirement strategies to choose from once you enter retirement.
Long Term Care
Prior to founding Strategic Asset Management, Ltd. in 1994, Bryan was President and CEO of The W.H. Myers Company, Inc. DBA Myers Showrooms from 1976 to 1994. In addition to presiding over Strategic Asset Management; Ltd., Bryan is an Investment Advisor Representative with Redwood Private Wealth, LLC and has successfully passed securities exams for series 7, 24, 65 and 63. Bryan is also licensed to sell Life, Disability, Long-Term Care insurance in MD, PA and VA.
Asset Management
Our team has built and refined a process to be more than just another money manager. Our competitive advantage stems from our strategically aligned asset management, that highlights our core strength as a globally dynamic, institutional fiduciary.

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