We help you make smart financial decisions throughout every stage in life. It's that simple.
From wealth building and tax strategies to retirement and estate planning, we evolve with your changing needs.
|Firm Start Year:||2003|
|States Licensed in:||OH, MD, TN, CA, FL, NY, NJ, IL, TX|
|Work Experience:||Strategic Wealth Partners is a Registered Investment Adviser established in 2003.|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Options & Futures , Bonds , Exchange Traded Funds (ETFs) , Stocks , Alternative Investments , Mutual Funds , Insurance , Annuities , Commodities|
|I can meet clients in the following ways:||At your office , Via phone , At my office , Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity , Life , Annuity , Health , Long Term Care , Disability , Variable Life|
|Non-Financial Organization Memberships:||Entrepreneur's Organization Young Presidents Association|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Flat Fee , Based on Assets|
Financial Advice & Consulting
As a fee only Registered Investment Adviser we provide financial advice to retirees and entrepreneurs. Our process is designed to listen to identify your needs and then incorporate our recommendations around your goals. Most clients receive a financial plan that incorporates the following: - Income - Investments - Taxes - Insurance - Legacy Planning With this financial model we can answer your what if questions and stress test various scenarios.
Financial Planning for Individuals
You'll have answers to your most important questions when you complete our financial planning process. Here's an overview of the process: 1. Discovery Meeting - Identify your primary concerns and evaluate your finances from a high level view. If warranted, schedule next meeting. 2. Wealth Management Analysis - You receive our feedback on your finances and recommended path forward. 3. Initial Planning Meeting - You discuss your financial planning goals and ideal outcomes with our director of financial planning. He takes these inputs to design your plan. 4. Final Planning Meeting - You receive an in depth analysis of your finances and recommended steps moving forward including portfolio recommendations.
Financial Planning for Businesses
Our business financial plans revolve around the stage at which the owner/management team is currently and where they wish to go. These financial plans often take longer given the amount of information and relevant parties involved. We work with you, your CFO, Accountant, Attorney and any other relevant party to craft a plan for your business.
|Broadview Heights||Brook Park|
|Columbia Station||Cuyahoga Falls|
|North Ridgeville||North Royalton|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
When: 11/05/2018 | By: Mark Tepper
Location: 5005 Rockside Road Suite 1200
Details:This information-packed workshop is taught using interesting examples in an enjoyable classroom setting. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required. ...more
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