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Our Clients Always Come First
We specialize in investment, tax and retirement income planning and focus on the needs of our clients first. Each one of our clients is unique and requires unique, individual planning. If retirement is important to you, you should work with us. Collaboratively, we work with our clients to determine their desires, needs and options. Once those priorities are established, financial plans and investments are recommended to help a client achieve wealth growth and preservation. This helps our clients meet their goals and potentially create a legacy for their heirs. Our investment programs help clients protect their retirement, provide insurance and other planning needs.
We help our clients achieve a better understanding of the financial world, and in turn, this knowledge enables them to make better decisions to help protect their assets and income from ongoing threats. Our personal approach will aid you in becoming confident in your ability to care for yourself and your family. The peace of mind that our clients enjoy is born from the strength of this relationship, not just a rate of return.
As independent, professional advisors, we can offer you a personalized financial strategy, not a generic investment program. If they choose to, we can introduce our clients to the services of a non-affiliated CPA, Rixon and Associates. Together we can tailor your portfolio to be tax efficient. The portfolio will be based on your unique situation, attitudes, preferences and goals.
Specialties and Interests
Customized financial plans
Retirement and income planning
Asset allocation strategies
Strategic Wealth Advisors Group provides investment advisory services through NWAM, LLC, dba Northwest Asset Management, an SEC Registered Investment Adviser. Mark J. Boucher is an investment advisor representative of NWAM, LLC.
Strategic Wealth Advisors Group does not recieve any fees from Rixon and Associates. Clients are not obligated to use Rixon and Associates services it is only a option offered to clients. Strategic Wealth Advisors Group has no ownership in Rixon and Associates.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,337 San Diego wealth managers were considered for the award; 349 (27 percent of candidates) were named 2016 Five Star Wealth Managers.