The Sturkie Wealth Management Group

The Sturkie Wealth Management Group is a financial advisor in Lexington, SC, located at 1315 N Lake Dr. It holds a 5.00 rating based on 66 reviews.

The firm provides investment management and strategic wealth planning services to individuals, families, and businesses. Services include retirement income planning, wealth accumulation, investment strategy development, and estate planning. For business owners, the group offers start-up financial planning, business plans, contingency planning, taxation guidance, asset acquisition advice, debt management, and employee benefits solutions. Through a partnership with Wealth.com, the firm provides access to estate planning technology for creating documents such as living wills, healthcare powers of attorney, and trust structures.

Founding Partner Stephen Sturkie brings more than 26 years of experience in the investment industry. Wealth Advisor Joe Dunat, CFP®, holds an MBA from Fordham University and provides advice on retirement, investments, tax reduction strategies, insurance, asset allocation, and estate planning. Wealth Advisor Brett Swisher began his career at Vanguard, where he built portfolios and designed retirement strategies, and holds a degree from Clemson University.

The group’s approach centers on the client’s personal goals, developing personalized financial plans. The process begins with an initial meeting to identify priorities and obstacles, followed by a detailed review to sketch a preliminary plan. The firm delivers a roadmap to guide clients toward their financial goals, optimizing returns via tax-efficient portfolios and adapting plans as life changes.

The Sturkie Wealth Management Group maintains a strong local reputation, reflected in consistently high customer ratings and a steady record of repeat and referred customers. This standing is supported by the team’s extensive industry experience and professional credentials, including Series 7, 63, and 66 registrations.

The firm is situated on N Lake Drive in Lexington, SC, roughly a quarter mile from North Lake Drive. It is also located near Palmetto Athletic Center, which is about half a mile away.