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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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Netflix shifts focus from subscriber counts to revenue, leveraging live sports and comedy to reduce churn. Meanwhile, Big Tech stocks like NVIDIA and AMD react to export controls and tariff uncertainty. Plus, dividend insights on REITs and AI-driven semiconductor ETFs.
Discover how a pivotal tariff pause and strategic trade negotiations are reshaping the financial market and investor sentiment. This discussion dives into bold economic policies, the challenges of global trade imbalances, and the impact of rapid market shifts on American industry and financial leadership.
Mark Tepper joined Maria Bartiromo on Fox Business to debate illegal immigration, deportation policies, and controversial judicial rulings alongside the market’s reaction to tariffs and economic shifts. Discover how policy decisions and corporate strategies could shape the nation’s future amid escalating political turbulence.
Market volatility can feel overwhelming—but Strategic Wealth Partners CEO Mark Tepper says this might actually be a moment of opportunity. In this interview, Mark breaks down why investors shouldn’t panic during downturns and instead look at repositioning toward high-growth assets. He shares insights on managing opportunity cost, evaluating sector leadership, and why alternative investments like private equity and multifamily real estate are worth watching. Discover his thoughts on tariffs, economic policy, and two stocks his firm recently bought: CarMax and Blackstone.
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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