Business Family Coaching
Strategic Wealth Inc. is a boutique consulting firm with over fifty years of private Business Family Coaching experience. We provide first class advisory services to our Private Clients and wealthy Business Families.
Headquartered in small town USA, Valparaiso, Indiana the SWI team is dedicated to the local community. While US based, SWI continually expands its global presence with clients, partnerships and relationships worldwide.
Our clients benefit from an excellent investment competence, a unique access to opportunities in emerging markets, proven business efficiency strategies and time-tested generational wealth planning.
Over 50 years of experience
Focus on the client relationship
Boutique Financial Group
Founding Partner and President
Todd Thomae is a nationally recognized speaker on wealth accumulation and preservation. He specializes in working…
Partner and Chief Operating Officer
Joshua Sherrard serves the SWI team as Partner and Chief Operating Officer. Mr. Sherrard has over 10 years in the…
In-House Business Family Coach
Cliff Morgan is a nationally sought after speaker and author. He is a personal mentor to many financial planners around the US…
Dr. Roger Buckeridge
Dr. Buckeridge serves SWI as a Senior Advisor on Global Investment Strategies. Roger advises SWI whilst maintaining his roles in various…
Deb Robinson is the Executive Assistant to the SWI partners. She has 30+ years of legal, corporate and non-profit experience and has a passion for…
Business Development Exec.
Joe Kelsch has spent the last 30 years working as a trusted adviser for family offices, ultra-affluent families, privately held businesses, and institutions…