We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children's education, plan for retirement, and minimize your tax exposure. If you're a business owner, we help you plan and execute your exit strategy.
Helping people across the full spectrum of financial services is what we do, and it's what drives us, every day. Mark Tepper joins Mornings with Maria on Fox Business and discusses everything from Cryptocurrency to Diamond Rings to the Stock Market & the Economy.
Helping people across the full spectrum of financial services is what we do, and it's what drives us, every day. Mark Tepper joins Mornings with Maria on Fox Business and discusses everything from Cryptocurrency to Diamond Rings to the Stock Market & the Economy.
Services
The Strategic Wealth Partners team offers unparalleled dedication, expertise, and professionalism in guiding clients on the path to achieving their financial goals. Even more, we know that long-lasting client relationships are built on empathy, collaboration, and respect. We thrive on solving complex problems and developing creative solutions tailored to each client's individual needs.
Long before wealth management became a buzzword, Strategic Wealth Partners was ahead of the curve, providing professional and objective financial advice. Today, we are stronger, bigger and more committed than ever to helping our clients with wealth management and business advisory services.
With Strategic Wealth Partners, you have the support of a passionate team, along with exclusive proprietary tools and resources that you won't find anywhere else.Because of our hard-earned reputation for deep insights and clear language, our professionals, beginning with founder Mark Tepper, are frequently called upon by the media to comment on breaking market activity and the latest trends.
With Strategic Wealth Partners, you have the support of a passionate team, along with exclusive proprietary tools and resources that you won't find anywhere else.Because of our hard-earned reputation for deep insights and clear language, our professionals, beginning with founder Mark Tepper, are frequently called upon by the media to comment on breaking market activity and the latest trends.
Our wealth management approach is based on decades of collaboration with clients. In our personalized, one-on-one meetings, we'll cover the complete range of topics that can impact your finances, including portfolio management, tax strategies, charitable giving, and retirement planning.
As a Strategic Wealth Partners client, you'll receive focused, tailored support and guidance for growing and protecting your assets, as well as achieving your specific financial goals.The SWP team of M&A advisors, lawyers, and accountants is dedicated to getting you the best possible offer for your business while ensuring your future buyer is trustworthy, credentialed, and a seamless fit for your company culture.
As a Strategic Wealth Partners client, you'll receive focused, tailored support and guidance for growing and protecting your assets, as well as achieving your specific financial goals.The SWP team of M&A advisors, lawyers, and accountants is dedicated to getting you the best possible offer for your business while ensuring your future buyer is trustworthy, credentialed, and a seamless fit for your company culture.
First and foremost, I'm the kinda person who likes to keep my conversations, especially when it comes to technical things like financial planning or buying NFTs, on a level that everyone in the room can understand. NFT stands for Non-Fungible Token. Derek Gabrielsen, CRPC, Wealth Advisor Summer is almost here!
Life is busy enough with caring for your family, building your career or business, trying to take time for yourself and to be with friends. We get it, which is why Strategic Wealth Partners' Wealth Management practice puts everything you need under one roof.
Think of us as your personal CFO, coordinating all aspects of investment portfolio management, tax strategies, retirement planning, wealth succession - even the best way to handle your charitable giving.Through a professional, coordinated effort, we help to build, protect, and distribute your wealth today and for the many years ahead.
Think of us as your personal CFO, coordinating all aspects of investment portfolio management, tax strategies, retirement planning, wealth succession - even the best way to handle your charitable giving.Through a professional, coordinated effort, we help to build, protect, and distribute your wealth today and for the many years ahead.
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