Wealth Management

The Strategic Advantage

Strategic Wealth Partners helps you make smart financial decisions throughout every stage of your life and career. Our wealth management strategies are designed to grow and evolve with you, wherever you are on the journey.

  1. Customized Solutions

    Our wealth management strategies are as unique as you are.

    We take the time to get to know you and your financial goals. Then we build a customized investment portfolio that’s uniquely tailored to you. But we don’t stop there. Our wealth management process is designed to evolve with your changing objectives and needs, from wealth building and tax strategies to retirement and estate planning. No matter what’s going on in your life, we’ll be there.

  2. Business Expertise

    We’re qualified to guide you through every step of your career.

    We specialize in the complex financial needs of business professionals and entrepreneurs. Whether you’re starting a new business, expanding, or looking to cash out, our team of experienced advisors can help you navigate even your most complex financial issues. Our expertise includes business exit strategies that minimize tax consequences and maximize gains from liquidity events.

  3. Built-in Protection

    Rigorous risk management gives you peace of mind.

    You’ve worked hard to build your wealth. We work just as hard to protect those assets. Our disciplined wealth planning process is designed to help minimize risk and provide downside protection. Our value-investing strategies are backed by powerful technical analysis engines that continuously monitor, analyze, and update your portfolio to ensure you stay on target. If any account moves outside of preset parameters, we alert you to discuss best options.

  4. Transparency

    With our online tools, you always know what’s going on.

    Our state-of-the-art online technology helps you stay on top of your portfolio. You can login at anytime and from any place to view your daily position, monitor your financial and estate plans, access important documents, and get status updates in near real time. We also offer remote collaboration software, so you can communicate easily with your financial advisors, even if you’re on different sides of the globe.

  5. Service You Can Trust

    We’re on your team—no conflicts of interest.

    As an independent, fee-based firm, you can trust that we’ll always act in your best interests. We have no hidden agenda. We work for you—not a bank or brokerage firm. You can rest easy, secure in the knowledge that our advice is unbiased and conflict-free. Our one and only goal is to protect and grow your net worth.

What are you waiting for? Take control of your financial future today »