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We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children’s education, plan for retirement, and minimize your tax exposure. If you’re a business owner, we help you plan and execute your exit strategy. Helping people across the full spectrum of financial services is what we do, and it’s what drives us, every day.
As seen on
Mark Tepper joins Mornings with Maria for three hours and discusses all things markets, economy, and politics. America used to be the land of opportunity and freedom, what is it now? What’s the latest news around AI & stocks? Find out Mark’s thoughts below:
Mark Tepper joins Mornings with Maria for three hours and discusses all things markets, economy, and politics. What’s the latest news around Iran & Israel and the impact on oil? What’s going on with bank earnings? Find out Mark’s thoughts below:
Mark Tepper joins Mornings with Maria for three hours and discusses all things markets, economy, and politics. What’s the read from the latest PPI inflation numbers? Do doormen in New York protect against Squatters? Who is really coming over the border? Find out Mark’s thoughts below:
Mark Tepper joins Varney & Co. on Fox Business for a full hour and discusses his thoughts on the overall economy and conflicting data. What’s the news around Scrabble’s “Inclusive” game? What are some of Mark’s stock picks? Find out Mark’s thoughts below:
Leaders across the financial news spectrum—from CNBC to Fox Business to Yahoo Finance—turn to Mark Tepper and the experts at Strategic Wealth Partners for savvy insights on market changes, legislation, retirement planning, and more. Watch how Mark and the team from SWP share their knowledge live, on air.
We harness our experience, talent pool, and understanding of what concerns clients to create specialized tools that you only find at SWP. These impartial and proven proprietary tools tell you in clear language where you currently are and what you need to move forward.
Using the same markers that professional investors use for evaluating stocks, Portfolio X-Ray precisely gauges the strength of your stock portfolio based on your top-10 stock holdings.
Begin Your Assessment
Ideal for business owners preparing their exit strategy or those simply curious about the value they’ve built. Sellability Score gives you a clear-eyed ranking of your business’s projected market value.
A quick and objective evaluation of your wealth management strategy, including a SWOT (strengths, weaknesses, opportunities, and threats) analysis of your approach for wealth protection and growth.
