facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

There Are Only Three Things You Can Do With Money

Spend It Now

Spend It Later

Spend It Never®

Discover What’s Best For You

For Boca Raton, FL and Virtually Nationwide

Providing Quality Financial Research, Service and Client Satisfaction

How much do you think you really know about money? Maybe it’s a lot, maybe it’s a little - either way, working with The Strategic Wealth Advisor® can help you discover what your wealth means to you and how you want to spend it.

We strive to meet you where you’re at - both financially and personally - in order to find strategies that empower and educate you on your path forward. In discovering what keeps you up at night, our team is able to develop strategies to help you find a sense of peace and accomplishment in your goals and in your life.

What to Expect

From Your Experience With Nancy

(hover to discover)

Let’s Meet

As your coach, we will be supporting you every step of the way. Our advice-centric holistic fiduciary focus will provide you with options to help you pursue your personal and financial goals. 

We know that life’s road changes and we will be available to adapt your financial route as needed.

Strategize Your Playbook

Once we know where you want to get to financially and when you want to get there, we will guide you through the process to pursue your goals. We will suggest various strategies we believe you may want to pursue on your financial and personal journey. Our focus is to help you pursue your vision for the future.

Thoughtful Planning

As your coach, we will be supporting you every step of the way. Our priority is to help keep you informed of your options so you can make smart financial decisions for yourself and your loved ones.

New Book from Nancy J. Hite, The Strategic Wealth Advisor®

The Retirement Mirage

Time to Think Differently

Wake up, America! We need a paradigm shift away from that unrealistic retirement concept of your dreams. For many, retirement is not an oasis but a nightmare beating us up. What’s needed is a fresh new approach to the reality of running out of money before we run out of time. New attitudes and goals should be adopted now to transform your life into one that is sustainable, healthful, and satisfying. This book will offer pathways to think differently about life and finances.

Buy Now    Learn More

By Nancy J. Hite, CEO of The Strategic Wealth Advisor LLC®

CERTIFIED FINANCIAL PLANNER® (CFP®), ACCREDITED FINANCIAL FIDUCIARY® (AIF®), Certified Wealth Strategist®(CWS®), Future Income Planner, Public Speaker and Author