ABOUT US

Pierce Strategic Wealth Management

A Different Kind of Retirement Firm

Retirement today is not what it used to be—and most financial advice hasn’t evolved to match the realities of longer lifespans, healthcare complexity, tax exposure, and market uncertainty.

Pierce Strategic Wealth Management was founded to serve individuals approaching or entering retirement who want clarity, confidence, and control over the decisions that matter most in this stage of life.

MEET THE FOUNDER & CEO

Founded by Todd Pierce, Pierce Strategic Wealth Management works with successful professionals and business owners—typically between the ages of 62 and 67—who have accumulated $1–3 million in retirement assets and are transitioning from accumulation to intentional living.

Some clients come to us needing to design retirement income. Others already have pensions, Social Security, or multiple income sources—but want confidence that everything is coordinated, protected, and optimized over time.

At Pierce Strategic Wealth Management, we don’t lead with products or performance promises. We lead with strategy—because retirement isn’t one decision, it’s a series of interconnected ones.

What We Do

MISSION

To help individuals approaching retirement make confident, informed decisions by delivering strategic, integrated planning that protects wealth, lifestyle, and long-term flexibility in an increasingly complex financial and healthcare environment.

VISION

We envision a future where retirees feel empowered—not overwhelmed—by clarity, preparation, and strategic foresight, allowing them to live longer, healthier, and more intentional lives without financial fear.