• Facebook Social Icon
  • YouTube Social Icon
  • LinkedIn Social Icon

  • HOME

  • ABOUT US

    • Our Story
    • Our Team
    • Frequently Asked Questions

  • SERVICES

    • Our Services
    • Are We Right for You?
    • Who is SEI Private Trust Company?
    • Account Access
    • Tools

  • BLOG

  • EVENTS

  • CONTACT

  • More

    Use tab to navigate through the menu items.
    Strategic Advisory Services
    Account Access
    • All Posts
    • Financial Planning
    • Retirement Planning
    • Week in Review
    • Miscellaneous
    • Generation X, Y
    • Stock Market
    Search
    Michael Wellings
    • Sep 18, 2019
    • 2 min

    Census 2020

    Tensions Run High with Trade War Volatility
    Michael Wellings
    • Aug 26, 2019
    • 1 min

    Tensions Run High with Trade War Volatility

    Cybersecurity Webinar
    Michael Wellings
    • Jun 27, 2019
    • 1 min

    Cybersecurity Webinar

    The Top 10 Best Practices for Sharing Your Financial Views with your Family
    Michael Wellings
    • Dec 10, 2018
    • 2 min

    The Top 10 Best Practices for Sharing Your Financial Views with your Family

    Volatility Rears It's Ugly Head
    Michael Wellings
    • Oct 10, 2018
    • 0 min

    Volatility Rears It's Ugly Head

    SAS, LLC Lately 9/17/18
    Michael Wellings
    • Sep 17, 2018
    • 1 min

    SAS, LLC Lately 9/17/18

    Michael Wellings
    • Aug 13, 2018
    • 4 min

    How to Keep Health Care Costs Under Control in Retirement

    The Plot Thickens: DOL Fiduciary Rule Struck Down
    Michael Wellings
    • Jun 4, 2018
    • 4 min

    The Plot Thickens: DOL Fiduciary Rule Struck Down

    Memorial Day Remembrance
    Michael Wellings
    • May 25, 2018
    • 1 min

    Memorial Day Remembrance

    5 Steps to Reducing Healthcare Costs in Retirement
    Michael Wellings
    • May 2, 2018
    • 4 min

    5 Steps to Reducing Healthcare Costs in Retirement

    Tax Scam Season
    Michael Wellings
    • Apr 20, 2018
    • 3 min

    Tax Scam Season

    What Are "Fee-Only" Financial Firms and Why You Should Use Them
    Michael Wellings
    • Apr 20, 2018
    • 3 min

    What Are "Fee-Only" Financial Firms and Why You Should Use Them

    The Crowd Mentality
    Michael Wellings
    • Apr 20, 2018
    • 2 min

    The Crowd Mentality

    The Bitcoin Buzz
    Michael Wellings
    • Apr 20, 2018
    • 4 min

    The Bitcoin Buzz

    Michael Wellings
    • Apr 20, 2018
    • 4 min

    Coordinating Long-Term Care with Government Benefits

    Toys for Tots Community Outreach
    Michael Wellings
    • Apr 19, 2018
    • 2 min

    Toys for Tots Community Outreach

    Pause
    Michael Wellings
    • Apr 19, 2018
    • 1 min

    Pause

    Hurricanes and the Human Condition
    Michael Wellings
    • Apr 18, 2018
    • 3 min

    Hurricanes and the Human Condition

    Quick Tips for a Summer Vacation
    Michael Wellings
    • Apr 18, 2018
    • 4 min

    Quick Tips for a Summer Vacation

    Happy Independence Day!
    Michael Wellings
    • Apr 18, 2018
    • 1 min

    Happy Independence Day!

    1
    2
    OVER 35 YEARS EXPERIENCE

    Founded in 1985, there isn't anything Strategic Advisory Services, LLC hasn't faced. We hope to earn the right to do business with you.

    OUR SERVICES

    - Retirement Planning

    - Investment Management

    - College Funding Planning

    - Financial Literacy Webinars

    - Personalized Financial Plans

    VISIT US

    10333 Richmond Ave. Suite 720

    Houston, TX 77042

    Form ADV - Privacy Policy - Disclosures

    Form CRS -

    © 2020 Strategic Advisory Services, LLC