Founders & Business Owners
A privately held company may be your largest asset—and the source of your biggest tax, liquidity, estate and transition decisions.
You've grown your wealth.
You've outgrown conventional wealth management.
Strategic Wealth Partners is a multi-family office for founders, executives, and families whose financial lives have many moving parts. We hold a coordinated view of everything you own, everything you're building toward, everyone you’re concerned about—and we're accountable for how those decisions fit together.
Request a Conversation
Request a Meeting Nothing broke.
It just got harder to see.
The challenge is no longer making one good decision at a time. It’s personalized action that makes financial sense across the entire board, and conversation that’s clear and direct.
About us-
The tax move changes the estate plan.
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The estate plan changes how much liquidity you need.
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A concentrated stock position changes the risk everything else can carry.
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A business interest, equity award or property can change everything around it.
SWP. One firm.
One coordinated system.
We see what one thing does to everything else.
SWP builds on the investment discipline clients have long relied on into a broader multi-family-office model built to coordinate decisions.
We bring senior, evidence-based judgment to each client's situation—adapting the strategy to the facts, challenging conventional playbooks, and applying experienced perspective where standardized models fall short.
Our ApproachFrom mainstream financial management to complicated financial life.
Conventional Wealth Management
Manages only the core pillars of investment portfolios, risk, and tax strategies.
Multi-family Office
As wealth becomes more complex, decisions begin affecting one another.
A multi-family office brings all decisions under one governing view instead of leaving you to coordinate a collection of professionals.
Our MFO provides the coordinated senior team experience of a single family office, with none of the burden around hiring, payroll, tech stack, or ongoing management.
Different paths.
Same need for coordination.
Complex wealth does not always come from the same place.
The need for one governing view is the same.
Executives & Corporate Leaders
Concentrated stock, deferred compensation, equity awards, retirement timing and tax exposure can create complexity even without owning a business.
Families With Complex Wealth
Real estate, trusts, private investments, philanthropy, inherited assets and multiple generations can create just as many interdependencies.
You’ve grown your company. What happens next can affect generations.
As a founder, owner, or CEO, your company is likely the largest asset your family owns.
That makes it a wealth decision, not just a business decision. What happens inside the company—margin, management depth, customer concentration, how much of the operation still runs through you—turns up later as valuation, tax exposure, and what your family actually keeps.
Founders & CEOsBefore.
Prep work has lasting consequences. Guidance on moves that maximize company value. Structures set up with intent.
Through.
A deal has more variables than price. Structure, rollover equity, earnout terms, timing, and coordination among financial, tax, and legal professionals.
After.
When the wire clears, the questions change. How much capital goes to work, how quickly, into what, and to whom.
Conversations usually
start with one thing.
Where it leads can change your whole perspective.
“My financial life has gotten too complicated for separate advisors.”
Well-managed investments, taxes, estate planning, insurance, property and family decisions can lack one accountable owner.
Download Level Up
“I may sell my company someday. What should I be doing now?”
Decisions that shape your company’s value, your tax bill, the deal you can accept, and what your family keeps start long before a buyer shows up.
Pre-order Engineering Your Exit
“There’s a tax bill coming and I don’t know how big.”
Around a transaction or a liquidity event, early planning and structure placement help you keep more.
See Founder’s Tax Mitigation Blueprint
“Too much of my wealth is tied to one stock.”
Equity compensation can create concentration, embedded gains, tax exposure and retirement decisions that cannot be solved one at a time.
Explore Portfolio X-Ray
“I don’t actually know if my business would sell.”
Buyers price what transfers. Know your potential value and what you can do to increase it before someone else calculates it for you.
Take the Sellability ScoreWhy families, founders and decades of clients let us hold the whole picture.
Senior advice across complex financial decisions
Experience coordinating investment, tax, estate, liquidity, business and family decisions when the stakes are high.
Founded and led by
Mark Tepper, CFP®
Two decades of industry leadership and respected expertise.
Mark is a national media commentator and author of three Amazon bestsellers Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook.
Deep transaction
experience
100+
Advisement on 100+ business exits and corporate-finance engagements.
Our team and our unwavering commitment to you
“We believe the best financial guidance starts with empathy, expertise, and a clear understanding of what matters most.”
Mark Tepper, CFP® – CEO
As Chief Investment Officer, Nate is the architect for SWP’s overall investment strategy. He oversees the firm’s investment committee, research... Read more
Nate Fischer, CFA®, CMT® Chief Investment Officer,
Senior Wealth Advisor
Senior Wealth Advisor
As Senior Wealth Advisor with Strategic Wealth Partners, Tony manages two highly important roles. He draws from his diverse array... Read more
Tony Zabiegala, CRPC® Senior Wealth Advisor
There’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for... Read more
Mark Tepper, CFP® CEO
As Chief Investment Strategist, Peter manages a nationwide roster of SWP’s largest clients. He is particularly skilled at creating custom... Read more
Peter Brunton, CFA® Chief Investment Strategist,
Senior Wealth Advisor
Senior Wealth Advisor
Kristin Kelly brings more than 23 years of specialized tax experience to Strategic Wealth Partners, where she serves as Director... Read more
Dr. Kristin Kelly, PhD, JD, LL.M., CPA, EA, CFE, CFF, Cr.FA Director of Tax Strategies
With over 25 years of experience in the industry, Matt brings a depth of knowledge and insight to his role... Read more
Matt Bures Chief Operating Officer,
Chief Compliance Officer and
Senior Wealth Advisor
Chief Compliance Officer and
Senior Wealth Advisor
As the Chief Financial Officer at Strategic Wealth Partners, Steve brings over 8 years of expertise. He spearheads the corporate... Read more
Steve DiMichele, CPA®, MSA® Chief Financial Officer
David Abate deeply values the trust clients place in him. As a CERTIFIED FINANCIAL PLANNER® professional, David designs comprehensive financial... Read more
Dave Abate, CFP® Senior Wealth Advisor
Rick Eicheldinger, Director of Financial Planning at Strategic Wealth Partners, brings over a decade of experience in the financial planning... Read more
Rick Eicheldinger, CFP®, EA, CLU® Director of Financial Planning
Derek Gabrielsen delights in forging personal relationships with clients and putting them at ease about their financial future. Derek knows... Read more
Derek Gabrielsen, CRPC® Senior Wealth Advisor
With 30 years of experience as a CERTIFIED FINANCIAL PLANNER® (CFP®), Brian Martin has established himself as a trusted advisor... Read more
Brian Martin, CFP® Senior Wealth Advisor
... Read more
Gabe Jeudy-Lally Senior Wealth Advisor, Sports & Entertainment
Anthony leads client relationships and retirement planning at Strategic Wealth Partners, LTD., an SEC-registered investment adviser. He is known for... Read more
Anthony Gillaizeau, CRPC® Senior Wealth Advisor
Robert Lambert is Strategic Wealth Partners’ triple threat in investments. Along with being a portfolio manager and trader for SWP’s... Read more
Robert Lambert, CFA®, CMT® Portfolio Manager and
Research Analyst
Research Analyst
With more than 14 years of experience in the financial services industry, Nick brings a strong background in sales and... Read more
Nick Firment Director of Investor Relations
Sam Petitjean brings an energetic, client-first approach to his role as an Associate Wealth Advisor, combining a strong foundation in... Read more
Sam Petitjean Associate Wealth Advisor
Cole Frischman serves as an Associate Wealth Advisor at Strategic Wealth Partners, where he supports both existing and prospective clients... Read more
Cole Frischman, CFP® Associate Wealth Advisor
Jack Root joined Strategic Wealth Partners as an Associate Financial Advisor after graduating from John Carroll University, where he earned... Read more
Jack Root Associate Wealth Advisor
Lisa Meluch brings over a decade of dedication to Strategic Wealth Partners, where she has been an integral part of... Read more
Lisa Meluch, CRPC® Project Manager
Jessica Gross serves as a Senior Operations Analyst at Strategic Wealth Partners, where she supports the firm’s account maintenance and... Read more
Jessica Gross Senior Operations Analyst
Lincoln Nye serves as an Investment Associate at Strategic Wealth Partners, where he supports the firm's investment team through manager... Read more
Lincoln Nye Investment Associate
David Kuhr serves as Compliance Consultant for Strategic Wealth Partners, where he works closely with the firm's compliance department and... Read more
David Kuhr Compliance Consultant
Joseph brings creativity, versatility, and a passion for storytelling to his role as Media and Marketing Coordinator at Strategic Wealth... Read more
Joseph Stokes Media and Marketing Coordinator
Jeremy Owen serves as Operations Concierge at Strategic Wealth Partners, where he supports the team behind the scenes to help... Read more
Jeremy Owen Operations Concierge
Brittany Halsey serves as Office Manager at Strategic Wealth Partners, where she plays a pivotal role in shaping the firm’s... Read more
Brittany Halsey Office Manager
What does it mean to outgrow conventional wealth management?