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
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http://www.swpconnect.com
External link for Strategic Wealth Partners
- 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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Steve DiMichele, CPA, MSA
Director of Tax at Strategic Wealth Partners
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Derek Gabrielsen, CRPC®
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Dave Abate, CFP®
Wealth Advisor at Strategic Wealth Partners
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Mark Tepper, CFP®
CEO of Strategic Wealth Partners. Fox Business. Fox News. Bestselling Author of 3 Books. The Capitalist Investor Podcast. NFLPA Advisor.