Strategic Wealth Endeavor, Inc. is an Independent wealth and business consulting firm dedicated to serving the veteran entrepreneur community.
As a veteran himself, founder Brett Henderson, AIF(R), BFA(TM), CEPA(R), CRPS(R), CIMA(R), CLU(R), CPFA(R) understands the unique needs of veteran entrepreneurs. He has worked hard to create a community to support this segment through the firm’s podcast, The Veteran Entrepreneur Masterclass, as well as giving back to the community through organizations such as The Battle Buddy Foundation.
According to Brett, “our focus is to work with veteran-owned business owners so they can “Trade in Their Iron Sights & Give Their Wealth the Red Dot.”
Brett and his team understand that most veteran business owners have options when choosing a trusted financial advisor. Strategic Wealth Endeavor, Inc. distinguishes themselves with extensive experience and taking the time to get to know a client’s goals and unique needs before they present a customized solution.
They work with veteran business owners throughout every stage of their business cycle, from just starting out to building an exit plan.
Laser Focused. They will never neglect their mission to help a client succeed.
Leading Industry Knowledge. Holding some of the industry’s highest designations, they are proud of their continued education and experience.
Unmatched Service. They do all of the heavy lifting for clients, and pride themselves on offering unparalleled service.
They do not simply wish to be a client’s advisor, but a partner, to guide clients through every step of the business ownership process.
Podcast: The Veteran Entrepreneur Masterclass
This podcast is about telling the stories of veteran business owners and offering the best practices and tips to foster a sense of community with their listeners.
Podcasts are available at https://swe90.com/podcast-library/ and recent titles include ‘How Dogs Can Be Lifesavers for Veterans with Kenny Bass,’ ‘The Relationships Developed at Strategic Wealth Endeavor with Giselle Cayme’ and more.
Considering the current economic climate, Veteran Owned Businesses can take advantage of a “pay only what you feel is fair” option.
Disclosures: Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Strategic Wealth Endeavor, Inc. are not affiliated.
For additional information, send an email to [email protected]
Strategic Wealth Endeavor, Inc.
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Exact Observer journalist was involved in the writing and production of this article.