Who We Are
We Don’t Just Tell our Clients What to Do… We Provide the Knowledge they Need to Succeed
The Strategic Wealth System is a wealth management firm with offices in Chicago, Dallas, New England, New Jersey, New York, and Indiana. Founded by Cliff Morgan and Todd Thomae, our team is dedicated to helping families, professionals, and business owners plan for a brighter financial future.
What sets The Strategic Wealth System apart from the competition?
Three simple concepts:
1) We don’t tell clients what to do with their money. We educate them and empower them to make great financial decisions.
2) We don’t just help clients invest… we help them control massive leaks in their financial buckets. We save families thousands of dollars each year, allowing them to enjoy an increase in lifestyle and have more saving —life is about more important things and fiancés. You must enjoy the journey.
3) We are dedicated to strong lasting relationships with our clients.
We recognize that each individual has a different background. We understand that each family faces unique challenges. And we recognize that each client has a different dream for their future.
We are committed to helping each individual overcome their challenges and achieve their dreams. We are committed to personalized service, one-on-one planning, and individualized strategies. We are committed to helping families save money, whether by reducing taxes, reducing college costs, or eliminating other negative wealth transfers.
We don’t simply tell clients where to put their money. Our experts spend time educating our clients and helping them to truly understand their financial situation and the opportunities that are available to them. We help each client see the big picture—and, once they have achieved this perspective, we partner with them to craft financial strategies that really work.
Cliff Morgan is a nationally sought after speaker and author. He specializes in working with families during the college years. His expertise has helped families across the United States save tens of thousands of dollars off the college bill while helping students enter the schools of their dreams. Cliff is also a personal mentor to many financial planners around the US.
He was born in Rhode Island and raised in the mountains of New Hampshire. He attended the University of New Hampshire and graduated from Chicago’s Moody Bible Institute with a degree in Church Theology. Cliff has worked with Strategic Wealth Advisory Group and has be a as a trusted advisor for the past nine years. He is passionate about serving people by helping them and their families to build and achieve their short and long term financial goals. Cliff is married to his wife Amy and they have 2 children; William and Charlotte. He is actively involved in his local church, plays soccer recreationally, participates in a bicycling club and is an avid skier. Cliff and his family reside in Chesterton, Indiana.
Cliff’s accomplishments include:
Todd Thomae is a nationally sought after speaker and author. He specializes in working with professionals, business owners and the self-employed by helping them address their current Tax and debt reduction strategies.
Mr. Thomae focuses on helping his clients save significant amounts of their current monthly income by avoiding voluntary taxes and expenses. Todd understands the importance of both traditional and non-traditional planning.
Todd and the Strategic Wealth Advisory Group team educate clients on how to increase their retirement income by 50% or more with little or no tax, with no market risk, and with 90% or more liquidity.
He was born and raised Valparaiso, IN. Todd is married to his beautiful wife Michelle and they have 3 children; Autumn, Lincoln, and Elle. He is actively involved in his local church and youth organizations. Todd can also be found fishing with his children on rivers throughout Northwest Indiana and Western Michigan in the spring and fall.
Todd’s passion is to make a difference in his client’s lives by finding significant amounts of money by eliminating unknown wealth transfers on things like reducing/eliminating interest payments, voluntary taxes, and making sure clients are being efficient with their money.
Todd’s accomplishments include:
Bill Anderson, CFP, CSA
Partner Bill Anderson is a native of Massachusetts and holds Master’s Degrees from the University of New Hampshire and Northeastern University. An experienced college planner, Bill is committed to eliminating the unknowing and unnecessary transfer of wealth resulting from traditional teachings about how to finance major purchases, pay mortgages, fund retirement plans or finance children’s education. He opened his financial service business in 1976 and is currently principal and owner of Anderson Financial Services in Canterbury, New Hampshire. Bill is a Chartered Life Underwriter, Registered Representative of Royal Alliance Associates, Inc., Certified Financial Planner and Certified Senior Advisor.
Bill maintains an active community life as a Director for the Meredith Chamber of Commerce, Advisor for Lakes Region Conservation Trust, Interlake’s Coach for the Girls Varsity Tennis Team and Treasurer for Lakes Region Youth Baseball. He is a resident of Canterbury, New Hampshire, has two grown children and enjoys golf, tennis and bridge.
Glen Akin, CRC
Glen Akin is a native of Texas and has a Bachelor of Science degree from Texas A&M University. He spent ten years in the financial services industry in Chicago and is a graduate of the Financial Planning Certificate Program at DePaul University.
Glen has a passion for families in need of college funding for their children, is a member of the American College Funding Association, and is able to offer valuable insight and advice to those families. Glen provides clients with comprehensive financial planning strategies and, as a Certified Retirement Counselor® (CRC®), counsels with clients regarding their specific retirement needs. He is a Branch Manager for Uhlmann Price Securities, LLC, and Price Futures Group, firms based in Chicago.
Glen and his wife, Sheryl, currently reside in Lubbock, Texas where they enjoy the beautiful West Texas weather and spending time with grandchildren.
Justin L. Price, CFP, CRC
Justin Price has served his clients since 2005 by assisting them with the management and diversification of their entire portfolio, including stocks, bonds, and alternative investments. As a specialist in college planning, he is passionate about the plight of families struggling to send their children to school.
Justin has a Bachelor of Science degree from Texas A&M University and a Master of Science degree in Personal Financial Planning from Texas Tech University, a program highly regarded among those in the financial planning industry. As a Certified Financial Planner™ and a Certified Retirement Counselor®, Justin is able to provide comprehensive financial planning services in addition to advice regarding asset accumulation and retirement income planning. He is committed to excellence as he helps his clients manage risk and plan for the future.
Justin is an amateur triathlete, avid SCRABBLE® enthusiast, and currently resides in Lubbock, Texas.
Jim Stack is a 1983 graduate of Northwestern University. After a successful playing career at Northwestern, Jim played five seasons professionally. He has spent the past 23 years in the NBA as an Executive and a Coach. He was Assistant General Manager for the 6-time World Champion Chicago Bulls and later served as General Manager for the Minnesota Timberwolves. Mr. Stack has seen firsthand the pitfalls that professional athletes experience and has made it his mission to do everything he can to make sure these pitfalls are mitigated in the future.
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Depaul University—O’Hare Campus in Chicago IL
July 31, 2012 7:00 PM