Setting Our Sights on Your Financial Target
We are a team of experienced financial professionals dedicated to helping clients pursue their version of financial success. We believe that everyone, regardless of their assets, should have access to valued financial advice specifically targeted on their personal financial goals.
Our MISSION is to implement a disciplined strategy that successfully executes upon your objectives. We tackle a wide range of financial challenges as we work to develop, implement and maintain a comprehensive plan to guide you toward your desired destination. When it comes to executing upon your financial mission, we’ve got your back.
MEET OUR FOUNDER
Augie Malekovich
Founder, Wealth Advisor
When he founded Strategic Wealth Investments, Augie had a vision of sharing his disciplined, independent, custom approach to wealth management with a wide range of clients, from those just beginning to accumulate assets, to those well on their way toward financial independence. Prior to founding the firm, Augie spent more than 10 years as a financial advisor at Waddell & Reed, where he created custom financial plans to help guide individuals and families toward pursuing their long-term goals.
Augie’s disciplined approach to wealth management comes from his experience serving in the Marines, where learned first-hand the importance of planning for every possible outcome. His commitment to maintaining client confidentiality and privacy comes from more than 12 years of maintaining top-secret clearance within the United States’ federal government.
Augie’s Story
Augie graduated high school on a Friday and left the following Monday for Marine Corps boot camp. While serving as a Marine, he was part of a close quarters battle team (similar to SWAT), which helped secure a nuclear weapons facility. Specifically, he was trained to retrieve stolen nuclear weapons. His training included how to navigate hostage situations, evaluate blueprints to develop entry and exit plans, and safely retrieve personnel and weapons.
After leaving the Marine Corps, Augie spent some time training private security professionals but returned to the public service as an air marshal following the September 11, 2001, terrorist attacks. He flew covert on planes in an effort to prevent another hijacking. During his time in the Marines and working for the federal government, Augie maintained four years of secret clearance and 12 years of top-secret clearance.
While serving as an air marshal, Augie pursued an interest in business by completing a bachelor’s degree in business forensics from Franklin University in Ohio. After 17 years of anti-terrorism work, Augie realized it was time to return to the Pittsburgh area and consider a new career.
During this time, he also competed for 12 weeks as a contestant on the History Channel’s Top Shot television show, where he showcased the shooting skills he had honed while in the Marine Corps.
Today, Augie applies the same discipline, commitment and laser focus gained through his past experience to developing targeted financial plans for clients. Similar to developing and executing a plan to retrieve hostages and weapons, he creates custom blueprints to guide every aspect of his clients financial lives, while at all times remaining committed to their long-term goals. Augie understands that in combat, in life and in finance, things rarely go as planned. That’s why he takes dynamic approach to planning for clients financial futures, constantly reevaluating and adjusting the blueprint to meet the needs of clients ever-evolving financial lives.
Interested in learning more? Schedule a call with a member of our team.
