Mr. Jerome E. Butkus
Chief Executive Officer
Jerry has worked in the insurance industry for over 25 years.
Prior to starting Strategic Wealth Group, he served for many years as an advisor with Prudential.
background also includes extensive transactional experience in the life settlement business.
holds Life and Health Insurance, Property and Casualty Insurance and several NASD securities licenses.
With particular focus on seniors, Jerry
advises high net worth individuals and successful business people on life insurance solutions in connection with wealth management and estate planning issues.
As part of this process, he
works with clients and their advisors in coordinating and structuring insurance-based strategies that recognize individual client needs and requirements.
Jerry's objective and the mission of Strategic Wealth Group
is to enable individuals, who are medically and financially qualified to obtain long-term wealth transfer and estate planning benefits.
The company's goal is to realize significant value for its clients and their families.
is a graduate of Delaware Valley College
, and lives in Doylestown, PA with his
wife and two children.
Copyright . Jerome E. Butkus
All rights reserved.