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.
 

CNBC: Fast Money 5/21/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC's Fast Money to discuss current ... Read More

 

CNBC: Fast Money 5/20/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC's Fast Money to discuss current ... Read More

 

CNBC: Fast Money 4/11/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, joined the team on CNBC’s Fast Money to discuss his ... Read More

 

CNBC: Fast Money 4/10/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, joined the team on CNBC’s Fast Money to discuss his ... Read More

 

CNBC: Fast Money 3/5/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC’s Fast Money to discuss ... Read More

 

CNBC: Fast Money 3/4/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC’s Fast Money to discuss ... Read More

 

CNBC: Fast Money 2/5/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC’s Fast Money to discuss ... Read More

 

CNBC: Fast Money 2/4/2019

Mark Tepper, President and CEO of Strategic Wealth Partners, sat on the desk of CNBC’s Fast Money to discuss ... Read More

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. register for the workshop