Enter your information below, and we will email you our new eBook, Tilting the Odds
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 joined Fox News’ America Reports, alongside Robert Wolf, to break down the latest developments surrounding Federal Reserve leadership, interest rate policy, and global market reactions.
Mornings with Maria featured Mark Tepper breaking down the key forces shaping today’s economy and markets. From oil price volatility and gas price expectations to geopolitical tensions in the Middle East, Tepper explains why markets remain resilient despite uncertainty.
Mark Tepper joins Varney & Co. to break down why markets are holding steady despite global uncertainty and what investors should actually be paying attention to right now. From strong earnings expectations across the S&P 500 to the real impact of oil prices, the conversation shifts away from headlines and toward what is truly driving the market.
Mark Tepper joined Varney & Company to break down the market’s recent momentum as geopolitical risks begin to ease and investor sentiment shifts toward optimism. He explains how the removal of a major “fear discount” is allowing markets to refocus on fundamentals, with earnings expected to grow strongly year over year.
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.
Please note that you are leaving Strategic Wealth Partners website and entering the website for SWP Investment Management LLC.
Proceed to SWP Investment Management
