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 Mornings with Maria for three hours on Fox Business and discusses his thoughts on the revised GDP numbers coming in worst than expected. What does Mark think about Retail earnings from Macy’s and Dollar General?
Mark Tepper joins Varney & Co. on Fox Business and discusses his thoughts on what needs to happen for the stock market to bottom. What does Mark think about Lyft slowing hiring? What about Adam Neuman’s new crypto venture around Crypto Carbon Credit?
Mark Tepper joins Charles Payne on Fox Business and discusses his thoughts on the market selling off after every green day. Why is the market acting like it has a hangover? When will we know when we reach capitulation? Is it all based on Apple? What is an area Mark is looking at?
Mark Tepper joins Mornings with Maria on Fox Business and discusses his thoughts on news surrounding everything politics, economy, and stock market. What does Mark think about the global slowdown? What does Mark think about Musk moving parties?
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.
