Strategic Advisory Services, L.l.c.

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Comprehensive Planning | Strategic Advisory Services Texas Skip to main content menu Home Who We Are Our Story Our Team Our Process Who We Serve Who is SEI Private Trust Company? What We Do Resources Financial Calculators Blog FAQs Useful Links Contact Account Access Making Financial Lives Easy... Again. Contact Us About Us We are a fiduciary wealth management firm dedicated to helping individuals and families achieve lasting financial confidence. Since 1985, we’ve combined personalized guidance with disciplined strategies to walk alongside our clients through every stage of life. Our Philosophy We combine academically grounded investment strategies with a deeply personal approach, crafting portfolios that reflect both your goals and your life. Our philosophy balances data-driven discipline with long-term relationships, guiding you through every market and milestone with clarity and care. Our Process Our process centers on your life, not just your portfolio—anchored by our Income in Stages, Money to Last ™ strategy, we help create a financial roadmap that adapts with you. By combining academic rigor with a personalized, step-by-step approach, we aim to deliver clarity, confidence, and lasting peace of mind through every stage of retirement. Our Team Dick Grbac, CFP® President Suzi Grbac Vice President Jeremy Joiner, CFP® Sr. Wealth Advisor Michael Wellings Wealth Advisor Pam Hext Director of First Impressions Your Retirement, Your Way Since 1985, we have walked alongside indi

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