MEET OUR TEAM
Thank you for visiting with us. Our goal is have an opportunity to get to know you, listen to what your goals and dreams are and more importantly help you to accomplish them. We'll review your current situation and recommend solutions to your college planning, retirement and estate planning needs. My partners at LifePro have a very knowledgeable and experienced "concierge" team with over 40 team members ready to assist us here at Strategic Wealth Partners and our clients.
~ Gerard Ladalardo, CCFS
Account Case Manager
Advisor & Client Support
Why Trust Us
Strategic Wealth Partners has over 20 years of experience helping our clients achieve their financial goals and protecting their assets. Our specialty is providing Retirement Planning, Estate Planning and College Planning & Funding solutions to clients in Newport Beach, Ca and surrounding areas. Most clients need our help to send their kids to college without killing their own retirement - we can help!
We know the greatest threat to your financial success can be life’s major expenses that cause you to hit the reset button. Our firm employs unique strategies to minimizing and in some cases eliminating those major events to protect your financial assets. We believe in forging lasting relationships with our family of clients as part of your team, not just an outsourced company.