You know the feeling, you’re telling a story or explaining a situation only to have the listener chime in with their opinion without really hearing what you were saying. We pride ourselves in providing unparalleled and tailor-made services, really listening to your short-term, long-term, and legacy goals.
There is nothing more important to us than earning and maintaining the trust, confidence, and respect of our clients. We have built our practice, chosen our affiliation with Lincoln Financial Advisors, and staffed our practice to achieve this end.
We are passionate about what we do, and value continuing education with ourselves and our team members. As a CFP® (Certified Financial Planner) we are held to a higher standard in education, experience, and ethics.
We are proudly a part of The Resource Group, an invitation-only, nationwide network of the top 200 financial planner within Lincoln Financial Advisors. This allows us to act objectively to help meet the growing spectrum of needs expressed by our sophisticated clientele. We can provide solutions and strategies giving you the opportunity to achieve wealth preservation, growth and transfer as appropriate to your objectives and preferred techniques.
We believe there are no small parts with each member being key to your success, the team is qualified and dedicated with a myriad of skills to help you attain your financial goals.
Associate Financial Planner
Chief Investment Strategist
Director of Planning
Client Relationship Manager
Colleen Bowler founded the firm, earning the trust and referrals of her network. It’s no surprise to those who have had the honor of working with her that even in retirement she hasn’t slowed down, while she is no longer a financial advisor, and focusing on her many other projects, her ethics, dedication, and character remain part of our fabric.
Colleen Bowler Founder
We believe in the communities where we live and work and, in response to this belief, we collectively volunteer our time, contribute monetarily and lend our skills to improve the lives and circumstances of others. We support nationally known, as well as grassroots, 501(c)3 organizations, that provide meaningful and important work in the lives of others. As a result of the charitable inclination of our clients, we now make a donation in honor of them as they introduce us to their family, friends and colleagues. A client of Strategic Wealth Partners has a choice of four different amazing charities to benefit as they tell others about their experiences with our firm. Currently Serving: Ronald McDonald House Charities UT Southwestern Medical Center HopeKids Jonathan’s Place Boys and Girls Club of America
It’s our honor to walk along side this life with you, from the basics of foundational financial plans to our full concierge team approach, we are ready and listening to help you achieve your life and legacy goals. Use the get in touch form to schedule a free consultation.
15455 Dallas ParkwaySuite 1200 Addison, TX 75001
Office: (972) 361-3800Email: Ryan.firstname.lastname@example.org