Strategic Wealth Partners

Our Wealth Management Process

At Strategic Wealth Partners, we use the following systematic consultation process for uncovering your most important goals to design and implement appropriate solutions.  This process helps us identify the challenges you face in achieving all that is important to you.  We examine your current situation, the objectives you would like to accomplish, and how we can maximize the possibility of success.  The development of your own Strategic Wealth Plan will serve as our roadmap as we work together.  It will enable us to re-route and re-calibrate so that we stay on track in relation to your aspirations as your life unfolds.

The Strategic Advantage:

  • Weekly Planning Strategy Meeting.  Along with our team of advisors, our planning team takes a collaborative approach towards finding the best solutions for your financial plan.  Our team-based method includes a focused review to help ensure that all options regarding a planning decision are being taken into consideration.  This prevents a one-dimensional thought process, thereby maximizing your results.
  • Proactive Plan Refresh System.  To prevent your Strategic Wealth Plan from becoming stale, a refresh is conducted on an annual basis. The planning team coordinates with you and your advisor to update qualitative and quantitative information and to re-run our analyses, ensuring your plan remains up-to-date and on track to meet your objectives and long-term financial goals.
  • Professional Network Collaboration.  Our advisors and planners meet regularly with other professionals such as CPAs and Attorneys to collaboratively recommend and implement well-rounded strategies that seek to optimize your situation.