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 Maria Bartiromo on Fox Business for a full three hours and discusses everything from the new supreme court nominee that Biden is set to pick to stock market earnings. What about Neil Young giving Spotify the ultimatum about Joe Rogan’s podcast?
Mark Tepper joins Charles Payne on Fox Business and discusses his thoughts on earnings guidance turning negative for the first time since 2020. What’s the most important thing to look for in earnings? What about Tesla & Microsoft? What about the Fed?
Mark Tepper joins Maria Bartiromo on Fox Business for a full three hours and discusses his thoughts on everything from the economy, stock market, and politics. What’s the takeaway from Biden’s recent press conference? What about the federal reserve? What about omicron? What are Biden’s failures?
Mark Tepper joins Varney & Co. on Fox Business and discusses his thoughts on the recent debate on whether stakeholder capitalism is or isn’t woke. What did State Street do when they were under fire? Are people buying the dip in today’s market? Is Mark getting phone calls from clients?
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.
