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 Mornings with Maria and talks all things from the recent stimulus plan, taxes, & Bitcoin.
Mark Tepper joins Fox Business and discusses two things he always looks for when he goes to buy a stock. What are some hot stocks on Mark’s list right now?
Mark Tepper joins Fox Business and discusses the recent news about the additional stimulus package and the stimulus outlook throughout 2021. Is there a pent-up demand for travel? What about the equity-risk premium?
Mark Tepper joins Fox Business and discusses how much the market is relying on additional stimulus. What will the first half of 2021 and second half of 2021 look like?
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.
