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 Maria Bartiromo for three hours and discusses everything from patents becoming public to the future of hiring. Find out all of Mark’s thoughts from Mornings with Maria:
Mark Tepper joins Fox Business with Varney & Co. and discusses everything from Dogecoin to the woke movement. What does Mark think about Dogecoin? What about Big Tech not reacting to earnings? What does Mark think about cancel culture? Find out Mark’s thoughts:
Mark Tepper joins Fox Business with Charles Payne and discusses what you should be looking to do during this weak seasonality. Also, what does Mark expect from earnings? Are you getting compensated for taking risk? Find out Mark’s thoughts:
Mark Tepper joins Fox Business with Varney & Co. and discusses how the market needed a breather and that’s what we are getting right now. What about Universal Basic Income (UBI)? Find out all of Mark’s thoughts:
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.
