60+ Years Of Experience Focused On Your Goals
At Strategic Wealth Advisory, your advisors are more than experienced professionals, they’re true partners in protecting and growing your wealth. With over 60 years of combined experience, Brad Larson and Issy Johnson bring together institutional knowledge, personal service, and a commitment to putting your best interests first. Here, you’re never just a client. You’re part of a relationship built on trust, respect, and care.
Preserve First.
Then Build With Confidence.
We believe smart investing starts by managing risk first, not chasing returns. Every plan is designed to safeguard what you’ve earned, navigate uncertainty with confidence, and position you for growth over time. Preservation isn’t a byproduct of what we do; it’s where we begin.
Advice Personalized To
Your Life
Independence gives us the freedom to build strategies that are truly yours, not prepackaged or dictated by a corporate platform. Every portfolio, every recommendation, and every decision is shaped by your goals and your values. We take the time to listen, design, and refine.
Monterey Bay Roots With A Global Perspective
We are proud to call the Monterey Bay area home and proud to bring global experience to every client relationship. Our roots run deep in the local community. But our perspective extends beyond regional borders, shaped by decades of institutional investment experience and national client relationships. It's a balance that gives you the best of both worlds: a team that knows you personally and plans with a broader horizon in mind.
Resources Working For You
Through our partnership, we combine the strength, technology, and security of a national network with the personalized strategies and fiduciary care you expect from an independent team. It’s the best of both worlds, allowing us to stay focused where it matters most—you and your goals.