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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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Mornings with Maria featured Mark Tepper discussing how easing geopolitical risk and policy clarity are shaping investor confidence and market direction. He explains why recent market behavior suggests the downside risk may be limited and how periods of high uncertainty often create strong forward returns for investors.
Mark Tepper joined Varney & Company to break down the recent market rally and what is actually driving the rebound. While markets are reacting positively, Tepper explains that policy uncertainty and sentiment, not fundamentals, have been the primary drivers of volatility.
Mark Tepper joined Varney & Company to break down current market conditions and what investors should be watching next. He explains why recent market gains tied to geopolitical optimism may not hold, pointing to sustained pressure from elevated oil prices and the likelihood of continued volatility.
Mark Tepper joined Mornings with Maria to break down what’s really driving markets right now and where investors should be paying attention. He explains why oil volatility could decline, how pro-growth policy is shaping the economy, and why certain sectors are positioned to rebound faster than expected.
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.
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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.
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