Strategic Financial Services Has Reached $2.5B in Assets Under Management

Posted on July 3, 2025

$2.5B AUM Strategic

Utica, NY, July 3, 2025 – Strategic Financial Services, Inc. ("Strategic"), a leading independent wealth management firm based in Central New York, has announced its assets under management have surpassed $2.5 billion dollars. Founded in 1979, Strategic has remained steadfast in its commitment to exceptional investment management, financial planning and corporate retirement plans. Today, the firm is proud of its growing community of team members, clients and professional partners that represent our collective opportunity “to help people live a great life.”

“This milestone reflects the continued trust our clients place in us – and our commitment to having ‘good people’ that consistently deliver for those clients; reaching the $2.5 billion milestone is proof that the model works.” – commented Alan Leist III CEO.  “It is exciting to see this kind of growth, but even more meaningful to know it’s happening because we’re helping people live great lives. We will keep investing in what matters – our people, our process, and our client experience – so we’re always delivering the best of Strategic,” added Doug Walters, Chief Investment Officer

The Strategic team is united by a shared purpose and a clear promise to our clients: deliver clarity and confidence in their financial lives. Our growth strategy is built to extend that promise—helping more families, businesses, and institutions achieve their goals.

For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.

About Strategic Financial Services

In business since 1979, Strategic has a team of over 40 professionals, servicing more than 1,250 clients and managing $2.5 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.

Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.

###

CenterState CEO

Other Member News

October 20, 2025

Springbrook Expands in Central New York with New Syracuse Office

The expansion marks an exciting milestone in Springbrook’s ongoing mission to provide exceptional, person-centered support across the state.

Warm, hearty meals for casual friendly get-togethers
October 17, 2025

Fulton Dining and Activity Center Menu

Reservations are encouraged and bussing is available from participants homes to the center.

Oswego Jiu Jitsu & The Mix Women's Self-Defense Seminar
October 15, 2025

Oswego Jiu Jitsu & The Mix Women's Self-Defense Seminar

Find out more information and register here.

October 15, 2025

Join SUNY Oswego for A Showcase of Innovation, Collaboration and Impact!

RSVP to join us on October 23-24, 2025 at SUNY Oswego for any or all of the following four free events.

BCBS
October 14, 2025

Excellus BCBS 2026 Enrollment

Three simple steps to finding your new plan for 2026.

Shoulder Pain? Join SOS for a Virtual Community Talk on November 12 2025
October 14, 2025

SOS to Host Virtual Community Talk: “Your Shoulder Health: Exploring Arthritis Care and Surgical Advances”

The goal of the webinar is to empower patients and caregivers with evidence-based information, demystify the treatment process, and provide a forum for questions.

John Huhtala
October 7, 2025

Tompkins Community Bank Welcomes Commercial Banking Regional Manager

Huhtala, a 28-year industry veteran known for his leadership, mentorship and community engagement, will lead operations with the goal of driving growth and value for the bank’s clients.

shake shack pic
October 7, 2025

Shake Shack Grand Opening in DeWitt

We will be donating $1 from every burger and chicken sandwich purchased to the Food Bank of Central New York.

DisruptHR Syracuse
October 7, 2025

DisrUpstate Expands Bold Leadership Movement, Seeks Mentors for the DisrUpstate Exchange

The upcoming DisruptHR Syracuse event will feature eight powerhouse speakers, impactful networking, and vendors and sponsors committed to changing the future of work.