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May 16, 2024

New AUM Milestone for Strategic with $2B in AUM

Utica, NY, March 6, 2024 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, has announced its assets under management have surpassed $2 billion dollars. Founded in 1979, Strategic has remained steadfast in its commitment to exceptional investment management and financial planning. Today, the firm is proud of its large community of team members, clients, professional partners, and community partners that represent the opportunity for continued growth and impact.

“It has been the privilege of a lifetime to work with the clients who have entrusted us with their financial lives for the last 45 years,” said Alan Leist, Jr., CFP®, Chairman and Founder. “Of equal importance are the incredibly dedicated professionals who deliver these services, consistently, day after day. In 1979, the first investment check we received was for $15,000. From that time forward, we have been fortunate to see steady growth to the $2.0 billion mark today, always staying one step ahead of a rapidly evolving industry,” added Leist.

“Strategic is fortunate to serve a great group of clients that value our straightforward approach and partnership,” said CEO Alan Leist III, CFA. “Starting with my father and Judy Sweet, we have long been committed to having ‘good people’ who deliver consistently for our clients; reaching the $2.0 billion milestone is proof that our model works. Strategic will continue to reinvest in our team, our technology, and our client experience so that we can remain an industry leader for decades to come,” added Leist III.

For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.

About Strategic Financial Services

In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,100 clients and managing $2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.

Headquartered in Utica, NY with Satellite offices in Little Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.

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