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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.
As seen on
Mark Tepper joins Cavuto: Coast to Coast on Fox Business and discusses his thoughts around the banking sector and if the pain will continue to spread. What’s going on in the bond market and interest rates? 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 TikTok & the hearings in Congress? Is a soft landing completely off the table? What’s going on with Trump & Biden? Find out Mark’s thoughts below:
Mark Tepper joins Varney & Co. on Fox Business for a full hour and discusses his thoughts around the Federal Reserve and what will happen with rate hikes and the market. Does Mark have any interest in touching regional banks? What’s going on with a Fed Digital Currency? 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 fiduciary responsibilities within ESG funds. What is really happening with the job market and why are people always looking for the best talent? What’s going on with hidden agenda’s from a political perspective? 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.
