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Strategic Wealth Designers Acquires PSP & Associates Inc
Amzeal News/10476079
Growing financial services firm expands into Arizona through acquisition of Phoenix-based financial advisory firm.
LOUISVILLE, Ky. - Amzeal -- Strategic Wealth Designers ("SWD"), a growing financial services firm headquartered in Louisville, KY, has acquired Phoenix-based PSP & Associates Inc. ("PSP") The acquisition was finalized on May 1st, 2022.
"As retirees and pre-retirees search for a trusted financial advisor that can help guide them through a successful retirement, we are excited to partner with PSP & Associates which brings us to the Phoenix community," said CEO and Founder of SWD, Matthew Dicken. "With their track record of doing great fiduciary work for their clients and our expanded products and services, we will strive to positively impact an even greater number of families in the area."
"I am extremely excited to join Strategic Wealth Designers" said PSP & Associates founder Phillis Sax Pilvinis. "Matthew Dicken and the entire SWD team share in my belief of always putting the clients' best interests first. They exemplify the highest level of customer service and trustworthy counseling, supporting me to help even more Arizonans build a comfortable and confident retirement. It is my honor to be part of this awesome team."
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"It's incredibly exciting to have the opportunity to enter a new market by partnering with a great company like PSP & Associates," said SWD Chief Operations Officer Jason Vander Pol. "Philosophically we're a great fit and their client base gives us a solid footing to begin helping many more families in the greater Phoenix area."
The PSP staff will continue to serve existing clients in the Phoenix market, while using SWD's extensive resources to help even more families secure their retirement in the surrounding areas.
About Strategic Wealth Designers
Strategic Wealth Designers and their RIA Strategic Wealth Investment Group is headquartered in Louisville, Kentucky, and serves clients in over 25 states from several regional offices around the country. SWD offers a holistic approach to financial planning, with services including retirement planning, wealth management, tax analysis, property and casualty insurance, and Medicare assistance. Over the last 2 decades, SWD has helped over 5000 clients with their financial planning needs. Learn more at https://swdgroup.com
"As retirees and pre-retirees search for a trusted financial advisor that can help guide them through a successful retirement, we are excited to partner with PSP & Associates which brings us to the Phoenix community," said CEO and Founder of SWD, Matthew Dicken. "With their track record of doing great fiduciary work for their clients and our expanded products and services, we will strive to positively impact an even greater number of families in the area."
"I am extremely excited to join Strategic Wealth Designers" said PSP & Associates founder Phillis Sax Pilvinis. "Matthew Dicken and the entire SWD team share in my belief of always putting the clients' best interests first. They exemplify the highest level of customer service and trustworthy counseling, supporting me to help even more Arizonans build a comfortable and confident retirement. It is my honor to be part of this awesome team."
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"It's incredibly exciting to have the opportunity to enter a new market by partnering with a great company like PSP & Associates," said SWD Chief Operations Officer Jason Vander Pol. "Philosophically we're a great fit and their client base gives us a solid footing to begin helping many more families in the greater Phoenix area."
The PSP staff will continue to serve existing clients in the Phoenix market, while using SWD's extensive resources to help even more families secure their retirement in the surrounding areas.
About Strategic Wealth Designers
Strategic Wealth Designers and their RIA Strategic Wealth Investment Group is headquartered in Louisville, Kentucky, and serves clients in over 25 states from several regional offices around the country. SWD offers a holistic approach to financial planning, with services including retirement planning, wealth management, tax analysis, property and casualty insurance, and Medicare assistance. Over the last 2 decades, SWD has helped over 5000 clients with their financial planning needs. Learn more at https://swdgroup.com
Source: Strategic Wealth Designers
Filed Under: Financial
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