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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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With tariffs creating uncertainty for investors and business leaders, experts discuss the potential impact on the economy, market volatility, and recession risks. Will policy changes bring clarity, or are businesses stuck in a wait-and-see mode? Learn how tariffs, tax policies, and investment strategies are shaping the financial landscape.
Are the markets reacting appropriately to economic uncertainty? Experts discuss the impact of tariffs, a potential recession, and how business owners are navigating investment decisions. With valuations stretched and CapEx spending on hold, find out what’s next for the economy and financial markets.
An in-depth discussion on how U.S. tariffs on steel and aluminum are impacting industrial companies, market volatility, and consumer confidence. Experts break down the risks, economic uncertainty, and strategies for navigating this evolving landscape. Plus, insights on dividend investments and the gig economy debate.
The latest discussion on U.S. trade tariffs, inflation, and economic policy. How will new tariffs impact businesses and consumer spending? Experts weigh in on the evolving trade landscape, tax implications, and inflation concerns.
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.
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