Strategic Wealth Partners

Wealth Management

At Strategic Wealth Partners, all aspects of your financial well-being are integrated into one comprehensive plan.  Through our collaborative process, we’ll provide you with solutions that address your key financial challenges.

     
  • Wealth Preservation.  Understandably, you don’t want to lose the money you’ve accumulated.  Also, you want to ensure that you have enough money to fund your lifestyle.  Our team works with you to design a customized investment plan that seeks to provide you with peace of mind.
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  • Wealth Enhancement.  Why pay unnecessary taxes if you don’t have to?  Our advisors work with you to mitigate tax – whether it be income tax, capital gains tax, or estate tax.
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  • Wealth Transfer.  You want to identify the most efficient way to transfer assets to a spouse and/or succeeding generations in a way that best meets your wishes.  We’ll facilitate that.
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  • Wealth Protection.  In today’s litigious society, you’re concerned about protecting your wealth against catastrophic loss, potential creditors, litigants, children’s spouses (potential ex-spouses), and identity thieves.  We’ll advise you on implementing solutions.
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  • Charitable Giving.  Approximately one third of our clients are charitably inclined.  If you are, we’ll work with you to fulfill your charitable goals in the most impactful way possible.

Solutions to these challenges are recommended and implemented over time while we quarterback collaboration with the rest of your advisory team – accountants, attorneys, bankers, etc.  Coordination helps to ensure that all advisors are on the same page, implementing strategies that complement one another rather than conflict.