About Strategic Wealth Partners

Long before wealth management became a buzzword, Strategic Wealth Partners was ahead of the curve, providing professional and objective financial advice. Today, we are stronger, bigger and more committed than ever to helping our clients with wealth management and business advisory services. With Strategic Wealth Partners, you have the support of a passionate team, along with exclusive proprietary tools and resources that you won’t find anywhere else.

Here’s our proof:

Smart Advice

Because of our hard-earned reputation for deep insights and clear language, our professionals, beginning with founder Mark Tepper, are frequently called upon by the media to comment on breaking market activity and the latest trends. You’ll see SWP advisors on Fox Business and CNBC, and quoted in leading financial publications like The Wall Street Journal, Forbes, and Kiplinger’s. At Strategic Wealth Partners, you have direct access to this same industry-leading knowledge regarding your investments, tax strategies, retirement planning, and wealth and business succession planning.

Unbiased Guidance

There’s a lot that Strategic Wealth Partners has to offer high net worth clients and business owners, including personalized attention. What you won’t find: advice that’s dictated by big corporate mandates or conflicts with what we think is in your best interests. As an independently owned and managed Registered Investment Advisor (RIA), we always put the interests of our clients first with recommendations that are sound, savvy, and unconflicted.

A Highly-Credentialed Team Under One Roof

We offer all of our services under one roof: a proven and effective model that saves our clients time and provides a holistic view. Rather than placing the burden of implementing multiple streams of information on you, Strategic Wealth Partners brings all professionals together—wealth advisors, certified investment strategists, CPAs, attorneys, and investment bankers—so that you receive clear, comprehensive guidance.

Trusted Investment Portfolio Management

Your goals, risk tolerance, and interests are totally unique to you, so why would you want a cookie-cutter investment portfolio? Having earned the highest tier of industry certifications, our investment professionals bring you expertise in public markets, alternative investments, 1031 exchanges and more to build you a customized investment portfolio. And rather than look at your portfolio through an isolated lens, we factor in tax efficiency, charitable giving, and generational wealth strategies so that you can make fully informed decisions about your money and your financial future.

Commitment to Service

For the benefit of our existing clients, SWP accepts a limited number of new clients each year. These opportunities are reserved for individuals and families with at least $1 million of investable assets or for those who own a business. The firm minimum can be waived at management’s discretion. This allows us to manage the intricacies of each relationship with utmost attention.

Client to Advisor Ratio 25:1
Licensed Advisors with Advanced Designations 100%
Inc. 5000 Honoree1 2014-2017

Ready to put your wealth in hands you can trust for experienced, unbiased guidance?
We invite you to book a virtual meeting with a SWP advisor and learn how we can help you.

Let’s Get Started