Virtual Village Services

Strategic Wealth Advisory Group

The Strategic Wealth Advisory Group (SWAG), the Corporate RIA for THE Financial Services Network was built to offer our advisors an additional resource to fully leverage their RIA practice.    Built around our relationship with outside custodians, we have created a model where multiple Investment Advisory Representatives can use a single RIA, leverage the strength of that RIA in their custodial relationships, as well as collaborate to make their business stronger and more competitive for their clients.

In order for our advisors to be successful, we work hard to run SWAG as a business, demanding more of ourselves to move the RIA business forward to take advantage of industry leading ideas, cutting edge technology, and out of the box thinking to build portfolios and allocations that meet client’s objectives.

If you are an advisor who is interested in collaboration on a very advanced level when it comes to your advisory practice, reach out to us to see if the Strategic Wealth Advisory Group is the right fit for you.

If you are an IAR of SWAG, we have the attachments below that you need to take care of your clients and meet your regulatory requirements.

If you have any questions, please contact our Chief Compliance Officer, Sarah Wisniewski, at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

• Privacy & Info Sec Checklist
• SWAG Advisory Service Brochure 1-2010
• SWAG Client Agreement 1-2010
• SWAG Consulting Agreement 1-2010
• SWAG Financial Planning Guide and Agreements 1-2010
• SWAG Invoice 1-2010
• SWAG Privacy Statement EXB 1 - 1-10
• SWAG Schedule H Brochure 1-2010
• Terminated Account Template
• Trade Error Log
• Trade Error Report
• Consulting Agreement Available Upon Request/Approval

 Strategic Wealth Advisor Group Webinar 1/26/2010