Because your wealth — and your time — are two of your most precious assets.

Life is busy enough with caring for your family, building your career or business, trying to take time for yourself and to be with friends. We get it, which is why Strategic Wealth Partners’ Wealth Management practice puts everything you need under one roof.

Think of us as your personal CFO, coordinating all aspects of investment portfolio management, tax strategies, retirement planning, wealth succession — even the best way to handle your charitable giving. Through a professional, coordinated effort, we help to build, protect, and distribute your wealth today and for the many years ahead.

With the full power of our professional team, and seamless communication and collaboration, Strategic Wealth Partners works to deliver high-touch service on the way to achieving your goals.

Investment Portfolio Management

As a SWP client, you benefit from personalized, sound guidance backed by professional integrity and robust experience. We have a strong pulse on what’s happening in all markets — public equity and debt, as well as alternative investments including hedge funds, private equity, private real estate, and more. It’s because of this keen knowledge that our founder, Mark Tepper, is so frequently called upon by the media for financial commentary. Get started with our Portfolio X-Ray tool, an easy-to-use but eye-opening look at the strength of your current portfolio.

Tax Planning

When you work hard to build your wealth, you want someone on your side working just as hard to protect it. Without careful, strategic planning, taxes can wear away your funds — and who wants that? Our certified tax accounting professionals provide trusted guidance to minimize all aspects of a tax burden including income tax, capital gains, estate tax, retirement income, and 1031 exchanges.

Wealth Succession

Transferring wealth to your spouse, children and grandchildren creates a lasting legacy. We’ve helped countless families maintain wealth designated for loved ones with smart strategies that factor in timing, taxes, and goals. We apply the combined expertise of our legal and tax accounting professionals to create a thoughtful plan that looks out for the best interests of current and future generations.

Retirement Planning

Working forever is rarely anyone’s gameplan. When you’re ready to retire, you want financial security to live life on your terms. Our unified team works closely with you to address goals, timing, and risk tolerance. Together we develop a roadmap that’s personalized and adjusts as factors change. Our touchpoints — easy to understand reports, real-time digital dashboards, and one-to-one meetings — keep you informed and respect you as an active participant.

Charitable Giving

One of the most meaningful rewards of wealth is the ability to do impactful giving. We help you support the causes that matter to you with guidance on monetary donations, charitable family trusts, stock donations, or other transfer of assets.

The Strategic Advantage

We’re listeners. Collaborators. Researchers. Respected thought leaders.
Strategic Wealth Partners brings knowledge and experience across disciplines to seek optimal results for managing your wealth.
Above all else, we’re a team and our focus is you.

  • With you.

    Our wealth management revolves around your goals and your family. Your advisor is in continual contact, proactively informing you about performance, opportunities, and changes in the markets and tax laws. Our client-advisor meetings enable us to stay intimately familiar with what’s going on with you — changes in your life, your work, and your long-term objectives. Download our Wealth Management Process Flowchart.

  • Within our team.

    Your advisor is also the bridge between all the members of your team, saving you time and ensuring every one of our professionals has the facts and materials they need to make the best recommendations for you. Download our Wealth Management Formula.

  • Within our expert network.

    One of the biggest benefits of aligning with a wealth management firm that has national visibility is the high quality network we cultivate. Yes, our SWP team is top-tier, but we’re also complemented by insights from some of the leading minds in the country.

The first step to a better financial future

We make it easy for you to gauge exactly where you stand financially. It takes less than 10 minutes for our exclusive Wealthalyze tool to deliver a score about how effectively you are currently managing your wealth. There’s no obligation, no fee, and the results can show you where you could be doing more.

We invite you to book a virtual meeting with a SWP advisor and learn how we can help you

Build my Wealth