Strategic Financial Services has reached $2.5B in Assets Under Management
Utica, NY, July 3, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, has announced its assets under management have surpassed $2.5 billion dollars. Founded in 1979, Strategic has remained steadfast in its commitment to exceptional investment management, financial planning and corporate retirement plans. Today, the firm is proud of its growing community of team members, clients and professional partners that represent our collective opportunity “to help people live a great life.”
“This milestone reflects the continued trust our clients place in us – and our commitment to having ‘good people’ that consistently deliver for those clients; reaching the $2.5 billion milestone reflects the continued confidence clients have placed in our approach,” – commented Alan Leist III, CEO. “It is exciting to see this kind of growth, but even more meaningful to know it’s happening because we’re helping people live great lives. We will keep investing in what matters – our people, our process, and our client experience – to ensure we’re always delivering the best of Strategic,” added Doug Walters, Chief Investment Officer.
The Strategic team is united by a shared purpose and a clear promise to our clients: deliver clarity and confidence in their financial lives. Our growth strategy is built to extend that promise—helping more families, businesses, and institutions achieve their goals.
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 40 professionals, servicing more than 1,250 clients and managing $2.5 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 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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