OUR SERVICES

Our services are designed to address the real-world risks people face as they move from accumulation to distribution and long-term planning.

Retirement Strategy & Income Coordination

Retirement Strategy & Income Coordination

Designing coordinated strategies that align income sources, investments, taxes, and protection—so your lifestyle is supported regardless of market conditions or life changes.

Designing coordinated strategies that align income sources, investments, taxes, and protection—so your lifestyle is supported regardless of market conditions or life changes.

Investment Strategy & Asset Allocation

Investment Strategy & Asset Allocation

Evidence-based investment management aligned with long-term goals, risk tolerance, and adaptability as life evolves

Evidence-based investment management aligned with long-term goals, risk tolerance, and adaptability as life evolves

Medicare & Healthcare Planning

Medicare & Healthcare Planning

Strategic guidance through Medicare decisions and healthcare cost exposure—one of the most underestimated risks in retirement.

Strategic guidance through Medicare decisions and healthcare cost exposure—one of the most underestimated risks in retirement.

Risk Management & Protection Planning

Risk Management & Protection Planning

Proactively identifying and addressing risks related to longevity, healthcare events, market volatility, and income disruption.

Proactively identifying and addressing risks related to longevity, healthcare events, market volatility, and income disruption.

Tax-Aware Retirement Planning

Tax-Aware Retirement Planning

Coordinating investments, income, and withdrawals to reduce unnecessary tax exposure and improve long-term efficiency.

Coordinating investments, income, and withdrawals to reduce unnecessary tax exposure and improve long-term efficiency.

Integrated Retirement Planning

Integrated Retirement Planning

Bringing investments, insurance, income, and protection together into a single, cohesive strategy—so nothing operates in isolation.

Bringing investments, insurance, income, and protection together into a single, cohesive strategy—so nothing operates in isolation.

Who We Serve

We work best with individuals who want thoughtful guidance, clear communication, and a strategic partner for this stage of life.

Are between ages 62–67 and transitioning into retirement

Have accumulated $1–3 million in retirement assets

May already have pensions, Social Security, or multiple income sources, but want everything working together

Are focused on protecting lifestyle, reducing risk, and avoiding costly mistakes

Want clarity around healthcare, Medicare, investments, and long-term planning

Value transparency, strategy, and long-term relationships

X We may not be the right fit if you:

Are looking for short-term trading or market speculation

Want stock tips or “hot” investment ideas

Prefer one-size-fits-all solutions

Are focused only on price or fees rather than strategy

Want quick answers without thoughtful planning

Clients choose Pierce Strategic Wealth Management because they want more than traditional financial advice. They want a guide who understands their stage of life, speaks plainly, and helps them make confident decisions in a complex world.

This is retirement planning built for modern life.

Strategic. Thoughtful. Smart.

Frequently Asked Questions

Common Questions Answered for your convenience.

While we do not limit who we work with?

We specialize in helping pre-retirees and early retirees aged 62-67 who want clarity around Retirement Investment Strategy, 401(k) & IRA Maximization, Social Security, Medicare Planning and Protection, Taxes, and Longevity Planning.

Are you a fiduciary?

Yes. We are a fiduciary firm, meaning we are legally required to always act in your best interest—no conflicts, no pressure.

Can you help with Medicare and Social Security decisions?

Absolutely. We guide clients through Medicare planning and Social Security maximization to help avoid costly mistakes and maximize lifetime benefits.

How do you help reduce taxes in retirement?

We create tax-efficient retirement income strategies, including smart withdrawal planning and proactive tax management, designed to help your money last longer.

What is the Retirement Confidence Blueprint™?

It’s our comprehensive planning process that aligns healthcare decisions, income planning, investments, and legacy goals into one clear retirement roadmap.

Is the consultation really free?

Yes. Your initial consultation is 100% free, transparent, and pressure-free.

Still have questions?

Schedule a no-obligation strategy session and get clarity on your retirement plan.