Strategic Wealth Partners

Strategic Wealth Partners is an SEC Registered Investment Advisor with headquarters in Independence Ohio. Our company also has offices in Columbus, Ohio; Fulton, Maryland; and Walnut Creek, California. As a firm, we specialize in working with retirees and business owners. Our wealth management clients enjoy a process that is centered around a financial plan that incorporates their income, investments, healthcare and estate plan. Each client works with a dedicated financial advisor along with a team of specialists to help answer their most important financial questions. Following the creation of the financial plan, our portfolio management team implements the portfolio recommendations across stocks, bonds, ETFs, mutual funds or alternative investments. While each client's portfolio is tailored to their individual wealth management needs, the portfolios are built using specific models that incorporate institutional research and investment management strategies. Our investment committee meets regularly to make investment allocation and portfolio strategy decisions that adjust to market dynamics.