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Strategic Wealth Concepts was founded with the goal to provide families with reliable, trustworthy and sound financial advice.  We pride ourselves on our ability to help bring financial success and confidence to each and every family that we work with.  We understand the importance you set on providing for the long-term financial wellbeing of your family and our mission is to be your guide on this journey.

Dan McPherson is an incredibly family-oriented individual.  He enjoys spending time with his own family as well as the families that use Strategic Wealth Concepts for their financial planning. This is the reason you'll see so many family oriented events planned and organized by Strategic Wealth Concepts.  Here on our website you will have the opportunity to get to know Dan's family as well as the families of our employees. We look forward to a long-lasting friendship with you and being a resource in helping you reach your families goals.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and tools to help you reach your goals. We will ensure that your needs are met and your concerns are resolved while we create your customized strategy.