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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.
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Mark Tepper joins Mornings with Maria for three hours and discusses all things markets, economy, and politics. What’s the latest news out of the middle-east and Israel & Hamas? What’s going on with the jobs market and the other 493 stocks in the S&P 500? Find out Mark’s thoughts below:
Mark Tepper joins America’s Newsroom on Fox News and discusses his thoughts on inflation eating into American’s pocket books and how locations matter in regards to expenses. How does crime impact inflation and auto rates? Find out Mark’s thoughts below:
Mark Tepper joins Mornings with Maria for three hours and discusses all things markets, economy, and politics. Is the American Dream attainable in today’s world? What’s the latest news around the election? What about the NFL allowing private equity firms to take a stake in the teams? Find out Mark’s thoughts below:
Mark Tepper joins Mornings with Maria for three hours and discusses all things markets, economy, and politics. What’s next for Boeing and SpaceX? What’s the RFK endorsement mean? Is the Fed going to cut 50bps? Find out Mark’s thoughts below:
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.
