UTICA, N.Y. — Strategic Financial Services, Inc. — an independent wealth-management firm with offices in the Mohawk Valley, Syracuse, and beyond — recently announced that its assets under management have grown to surpass $2.5 billion. “This milestone reflects the continued trust our clients place in us — and our commitment to having ‘good people’ that […]
UTICA, N.Y. — Strategic Financial Services, Inc. — an independent wealth-management firm with offices in the Mohawk Valley, Syracuse, and beyond — recently announced that its assets under management have grown to surpass $2.5 billion.
“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 is proof that the model works,” Alan Leist III, Strategic’s CEO, said in the announcement.
In business since 1979, Strategic has more than 40 employees, servicing over 1,250 clients. Areas of focus include investment management, financial planning, institutional investment management, and corporate retirement plans.
“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 — so we’re always delivering the best of Strategic,” Doug Walters, chief investment officer at Strategic Financial Services, said in the announcement.
Strategic is headquartered in Utica, with satellite offices in Rome, Little Falls, Syracuse, Rochester, and West Palm Beach, Florida. The wealth-management firm says it is growing from established roots, and continuing to expand its geographic footprint and influence across the northeast and throughout the U.S.
