Protect Your Wealth.
Plan What’s Next.
We help clients preserve what they've built and aim to grow it with intention.
Our History
Years of experience have prepared us to guide you through your life transitions.
Institutional Insight. Boutique Service.
At Strategic Wealth Advisory, we treat your wealth the way institutional investors treat theirs—understanding when the markets move and using earned knowledge to build plans carefully. With decades of experience and a straightforward approach, we help you protect what you’ve earned and plan confidently for the future.
If You Have Assets, You Have Risk.
We Can’t Avoid It, All We Can Do Is Manage It.
Our approach combines a strategic, managed-risk process, corporate finance experience, and the ability to simplify complex decisions. No cookie-cutter strategies. No guessing games. We build custom strategies designed around you.
Choose a Clear Strategy & Stronger Future
Let’s build a strategic plan that aims to protect and grow your wealth—without unnecessary risks.
Personal Services Built
Around You
Every person’s financial life is different. That’s why we build custom strategies that prioritize your preparedness, aim to protect your assets, and grow wealth strategically.
Business Services To Prepare
For What’s Next
We help entrepreneurs and business owners build financial strategies that protect today’s success and prepare for tomorrow’s opportunities—whether that’s expansion, succession, or exit.
Bradley W Larson
Certified Investment Management Analyst
Certified Investment Management Analyst
Founder
Bradley W. Larson is a Certified Investment Management Analyst® with experience in financial planning and investment strategy. As a Senior Financial Advisor at US Bancorp Advisors, he serves clients throughout the Greater Monterey Bay Area.
Issareeya Johnson
Managing Director
Managing Director
Registered Representative
Exploring the Federal Student Grant Program
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