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.
As seen on
Mark Tepper joins Varney & Co. on Fox Business and discusses his thoughts on Rivian acting like a meme stock and where he thinks it’s heading. What does Mark think about Elon Musk and Bernie Sanders fighting on Twitter? What is a fair share?
Mark Tepper joins Charles Payne on Fox Business and discusses his thoughts on new stock picks that he is eyeing and how investors should be allocating their money. What are Mark’s top three stocks on his list? Find out Mark’s under the radar picks:
Mark Tepper joins Mornings with Maria on Fox Business and discusses his thoughts on everything from Elon Musk selling 10% of his Tesla stock all the way to president Biden and climate change.
Mark Tepper joins Varney & Co. on Fox Business and discusses his thoughts on the recent inflation numbers and how inflation is not transitory. What does Mark expect from the Federal Reserve in 2022? Is Biden fit to run the country?
Leaders across the financial news spectrum—from CNBC to Fox Business to Yahoo Finance—turn to Mark Tepper and the experts at Strategic Wealth Partners for savvy insights on market changes, legislation, retirement planning, and more. Watch how Mark and the team from SWP share their knowledge live, on air.
We harness our experience, talent pool, and understanding of what concerns clients to create specialized tools that you only find at SWP. These impartial and proven proprietary tools tell you in clear language where you currently are and what you need to move forward.
Using the same markers that professional investors use for evaluating stocks, Portfolio X-Ray precisely gauges the strength of your stock portfolio based on your top-10 stock holdings.
Begin Your Assessment
Ideal for business owners preparing their exit strategy or those simply curious about the value they’ve built. Sellability Score gives you a clear-eyed ranking of your business’s projected market value.
A quick and objective evaluation of your wealth management strategy, including a SWOT (strengths, weaknesses, opportunities, and threats) analysis of your approach for wealth protection and growth.
