Superior Solutions. Unsurpassed Service.
We’re one team united behind a common purpose, growing together to build a better future for our clients, community and each other.
In the late 1970s, Strategic’s founder, Alan Leist Jr., recognized an opportunity to redefine the investment management industry by offering the highest level of quality and service to clients.
The firm’s focus on long-term goal-based investing and financial planning set what is now the industry’s standard of excellence and established Strategic as one of the first true ‘Wealth Managers’. That unique approach drove growth at the firm one relationship at a time through client and professional referrals.
Today, a growing team of 37 diverse but like-minded team members manages and advises on over $1.7 billion of client assets. As was the case on day one, our core purpose remains the same “…to help people live a great life.”
Our work focuses on education, goal setting and discipline with an eye on institutional advancement. We view each relationship as a partnership and take pride in serving as an advocate in the community for our client’s overall mission.
We work with individuals and families to manage their wealth. From strategies for growth, to contingency planning and asset protection, our responsibility is to empower clients in the pursuit of their financial goals.
Corporate Retirement Plans
We manage retirement plans that are uniquely tailored to your organization, and all its stakeholders. From your executive office to the shop floor, we provide customized investment management, consulting, education and advice.
The Discovery Moment
A conversation to hear your story and explore the vision for your ideal life.
The Clear Vision
A plan that is in sync with your personal values and your vision for an ideal life.
The Lifetime Partnership
A uniquely personalized experience on the path to a Strategic financial future.
At A Glance
Recognized as one of the Top 100 Financial Advisors1 in the country six times.
Time and again, your success is our success.
Headquartered in Utica, NY with satellite offices in Albany, Little Falls, Rochester, Rome and Syracuse.
Our people have deep roots in local affairs.
Founded in 1979
Building on decades of excellence and experience.
Manage and advise on over $1.7bn across New York and along the East Coast.
Announcing the Launch of StrategicOne, Online Client Portal
Strategic Advisors, Pearsall and Accordino, Receive CFP® Designation
Tedone Named 2024 Top Retirement Plan Advisors Under 40
Strategic Announces Associate Advisor, Kyle Dempster, Receives CFP® Designation
Strategic Welcomes Two New Team Members
Strategic Financial Services Named to List of Nation’s Top DC Advisor Teams
1 Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors.
The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.