Strategic Wealth Partners

Strategic Wealth Partners

Investment Management

Independence, OH 684 followers

About us

Strategic Wealth Partners specializes in wealth management strategies for business professionals and entrepreneurs. We help you make smart financial decisions throughout every stage in life. Our team of financial experts is with you every step of the way—wherever you’re at in your career—from building your wealth and preparing for retirement to exiting your business. We work with you to grow and protect your assets, minimize tax consequences, and maximize gains from liquidity events.

Website
http://www.swpconnect.com
Industry
Investment Management
Company size
11-50 employees
Headquarters
Independence, OH
Type
Privately Held
Founded
2003
Specialties
Investment Management, Wealth Management, Financial Planning, Exit Planning, Tax Planning, Business Valuation, Retirement Planning, Corporate Retirement Plan Management, and Insurance Planning

Locations

Employees at Strategic Wealth Partners

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