Scott Teter
Wealth Management Advisor at Strategic Wealth Management
Based in Santa Barbara, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Santa Barbara
Industry
Financial Services
Company size
56
Contact information
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s•••••••@swmgrp.com
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Background
About Scott Teter
At Strategic Wealth Management, we believe wealth management is not only about where your money should go, it’s about where it can take you. Having a single shared goal of building a long term wealth management relationship. We strive to make your life easier by overseeing the day-to-day financial decisions and answering all of your questions. We offer innovative strategies, objective advice, and comprehensive guidance in assessing the wide array of available investment options. With our aggregation software you will be able to see all of your assets with updated values in one single place. This then allows us to create a living financial plan that is update in real time to make sure you are on track so you don't have to worry. You have a vision of what your life goals are, we will give you the tools and guidance to achieve them.
Decision-makers
Other people at Strategic Wealth Management
- GHManager
Gavin Hearn
Senior Accountant · Finance & Accounting
- KHManager
Kelly Huang
Client Services Manager · Customer/Client Service
- MRDirector
Mel Rokeach
Owner · General Business & Management
- RCDirector
Russell Clack
Registered Principal · Finance & Accounting
- STStaff
Scott Teter
Wealth Management Advisor · Finance & Accounting
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