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 Fox Business and discusses the economic outlook, China, the MLB, and the stock market. Find out all of Mark’s thoughts from the full three hour show with Mornings with Maria.
Mark Tepper joins Fox Business and discusses why capitalism always wins. What happens when a government tells a business what it can and can’t do? Find out Mark’s thoughts and some stock picks:
Mark Tepper joins CNBC and discusses Google and what the new lawsuit means for investors. What is Mark taking a look at? What is the real story?
Mark Tepper joins Fox Business and discusses everything from Social Media Censorship all the way to how Biden Impersonations. What about your money? What about Bitcoin ETF’s?
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.
