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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 on Fox Business for a full three hours and discusses his thoughts surrounding everything politics, stock market, & economy. What’s Mark’s thoughts surrounding the latest from DeSantis announcing his run for presidency? What’s going on with Artificial Intelligence surrounding NVIDIA adding over 200B of market cap in one day from their earnings. Find out Mark’s thoughts below:
Mark Tepper joins Varney & Co. on Fox Business for a full hour and discusses his thoughts around artificial intelligence & technology stocks. What’s ahead for the stock market and individual stocks like retail stocks and social media stocks? Find out Mark’s thoughts below:
Mark Tepper joins Mornings with Maria on Fox Business for a full three hours and discusses his thoughts surrounding everything politics, stock market, & economy. What’s going on with the credit crunch and specially, commercial real estate? What about Prince Harry’s & Meghan’s car chase that’s breaking on the news? What’s going on with Walmart and the consumer? Find out Mark’s thoughts below:
Mark Tepper joins Varney & Co. on Fox Business for a full hour and discusses his thoughts around where the risk lies in the stock market and his thoughts around retail earnings & cruise lines. What’s going on with the debt ceiling? What about a negative tax? 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.