The Firm

Strategic Portfolio Solutions LLC (SPS) is a Veteran-founded independent Registered Investment Advisor that helps individuals and families build wealth and achieve financial security.

SPS offers private investors the financial planning, asset management services, experience and expertise expected when it comes to handling their money and financial dreams. SPS combines these services with a dedication to the highest quality personal service and professionalism.

As our clients’ fiduciary, we are ethically and legally required to only act in our clients’ best interests. As advisors registered under the Investment Advisor Act of 1940, we are held to a higher fiduciary standard rather than only a “suitability” test.

SPS works with TD Ameritrade Institutional as a strategic partner and as the custodian for our clients’ funds.