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    Strategic Wealth Partners

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    Description

    • 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 waywherever youre at in your careerfrom 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.
    • location

      Headquarters:5005 Rockside Road Suite 1200, Independence, Ohio, United States

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    • Strategic Wealth Partners phone

      Phone Number: +1 216-800-9000

    • Strategic Wealth Partners website

      Website: https://www.swpconnect.com

    • Strategic Wealth Partners employees

      Employees:23

    • Strategic Wealth Partners revenue

      Revenue:$10 - 50M

    • Strategic Wealth Partners legal name

      Legal Name:Strategic Wealth Partners

    • Strategic Wealth Partners's Social Media

      Strategic Wealth Partners linkedin Strategic Wealth Partners twitter
    • done Is this data correct?

    • |  NAICS Code: 523120  |

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    Person level website identification

    CEO for Strategic Wealth Partners

    Mark Tepper

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Peter Brunton

    Chief Investment Officer

    Kristen Welsh

    Director Of First Impressions

    Brittany Halsey

    Director First Impressions

    Manav Shah

    Portfolio Manager

    Lindsay Spanek

    Senior Manager

    Frequently Asked Questions regarding Strategic Wealth Partners

    • Where are Strategic Wealth Partners's Headquarters?

      Strategic Wealth Partners's Headquarters are in 5005 Rockside Road Suite 1200,Independence,Ohio,United States

    • What is Strategic Wealth Partners's phone number?

      Strategic Wealth Partners's phone number is +1 216-800-9000

    • What is Strategic Wealth Partners's official website?

      Strategic Wealth Partners's official website is https://www.swpconnect.com

    • What is Strategic Wealth Partners's Revenue?

      Strategic Wealth Partners's revenue is $10 - 50M

    • What is Strategic Wealth Partners's NAICS code?

      Strategic Wealth Partners's NAICS code is 523120

    • How many employees are working in Strategic Wealth Partners

      Strategic Wealth Partners has 23 employees

    • What is Strategic Wealth Partners's Industry?

      Strategic Wealth Partners is in the industry of Investment Management

    • Who is Strategic Wealth Partners's CEO?

      Strategic Wealth Partners's CEO is Mark Tepper

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