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 Neil Cavuto on Fox Business and discusses his thoughts on the markets and electronic vehicles. How is your balanced portfolio doing? What is your buy/sell discipline? Who is equipped to handle all of electric needs for electronic vehicles? Find out Mark’s thoughts below:
Mark Tepper joins Cow Guy Close and discusses his thoughts on the job market and labor force. Are we in a recession? When will we stop rewarding bad behavior? Find out Mark’s thoughts:
Mark Tepper joins Varney & Co. on Fox Business & discusses his thoughts on the small bounce we are getting today after selling off. Will all of the cash on the sidelines drive up stock prices eventually? Are we staring at a global recession right in the eyes? Find out Mark’s thoughts below:
Mark Tepper joins Mornings with Maria on Fox Business for a full three hours & discusses his thoughts on the New York AG filing a lawsuit against Donald Trump. What about the recent jobs data and notes from the Federal Reserve? Find out Mark’s thoughts on the economy, stock market & politics 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.
