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 Fox Business with Mornings with Maria for a full three hours and discusses his thoughts on everything from the economy, stock market, politics and everything in-between. What does Mark think about the tax hikes? What about Peanut Butter?
Mark Tepper joins Fox Business with Varney & Co. and discusses his thoughts on why a correction could be in the books in the near future. The market has just gone straight up, where does it go from here? What is a stock that Mark… Read more »
Mark Tepper joins Fox Business with Charles Payne and discusses his thoughts on Energy stocks. What does Mark think about taxes rising and the impact on small businesses? What are some of Mark’s favorite small cap stocks right now?
Mark Tepper joins Fox Business with Mornings with Maria for a full three hours and discusses his thoughts on everything from the economy, politics, stock market, Elvis Presley and even clothing trends from the 90’s.
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.
