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 Mornings with Maria on Fox Business and discusses everything from Cryptocurrency to Diamond Rings to the Stock Market & the Economy. Find out all of Mark’s thoughts on the economy, stock market, and everything in-between happening in today’s world:
Mark Tepper joins Varney & Co. on Fox Business and discusses his thoughts on all of the risks threatening the stock market and why he thinks it’s very possible we could see a 10% correction from all-time highs in the 4th quarter. What stock did… Read more »
Mark Tepper joins Charles Payne on Fox Business and discusses his thoughts on talks about the United States defaulting on their debt and the supply chain issues. What is a stock that hasn’t participated in the reopening trade that Mark is eyeing?
Mark Tepper joins Fox Business with Mornings with Maria and discusses everything from the $3.5 Trillion Dollar infrastructure bill all the way to people wanting to change the American Flag. See all of Mark’s thoughts on the market, politics, and more:
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.
