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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.
As seen on
Big technology companies have committed significant capital to artificial intelligence, but investors are increasingly focused on when that spending will produce stronger financial results.
During an appearance on Mornings with Maria, Strategic Wealth Partners CEO, Mark Tepper, discusses opportunities connected to the expansion of AI infrastructure, including equipment rentals, nuclear energy and natural gas.
Gas prices have climbed back above $4 per gallon as crude oil moves above $80 and tensions in the Middle East threaten global energy supplies.
Mark Tepper discusses why his firm reduced its overall semiconductor exposure while continuing to hold larger companies including Nvidia, Broadcom and Taiwan Semiconductor. He explains why Nvidia’s valuation and expected earnings growth may still make it attractive compared with the broader market.
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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