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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 SWP and our clients. 

~ Gerard Ladalardo, Managing Partner

Strategic Wealth Partners - Gerard Ladal


Founder & Managing Partner

Concierge Support


Advisor & Client Support

Desiree Peters

Account Case Manager

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.

 

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.

We believe in forging meaningful, lasting relationships with our family of clients. We understand that this is a journey and, are here for you every step of the way. We are here as part of your team, not just an outsourced company.

We're On Your

Team

Over the years we have helped hundreds of families achieve their financial goals. Our team has the experience & expertise to achieve the outcome you need, protect your family, and your assets.

Experienced & Knowledgeable Experts

We partner with non-profits, church's, & school organizations. Providing college planning education to their families and financial support to the organization itself.  Call now to discuss how we can support your organization!

We Give Back

To The Community