Our Services

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything from complex investment products to elaborate tax laws is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experts. It’s the key to our success, and yours.

As a financial planner and investment advisor, Steve Menke specializes in helping you gain control of your financial situation through a customized financial planning process. Mr. Menke uses a step-by-step process that will help make you feel confident in your decisions.  His extensive experience as a corporate executive makes him uniquely qualified to assist clients to plan for a secure financial future.

In his view, “The development of a sound financial plan is critical in today’s environment where changes are constant.”  He works in conjunction with your  accountant, attorney and other advisors to determine the right financial strategy.

Mr. Menke is dedicated to helping you:

  Identify your goals
  Develop a financial plan based on sound advice and knowledge
  Implement your plan with updates on a regular basis

In addition, "Strategic Wealth" can provide you with the products and services necessary to develop and implement your financial plan.

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck