Wealth Management

At Strategic Wealth Partners, all aspects of your financial well-being are integrated into one comprehensive plan. Through our collaborative process, we’ll provide you with solutions that address your key financial challenges.

Our Investment Management Process

At Strategic Wealth Partners, we use the following systematic consultation process for uncovering your most important goals to design and implement appropriate solutions. This process helps us identify the challenges you face in achieving all that is important to you.

We examine your current situation, the objectives you would like to accomplish, and how we can maximize the possibility of success. The development of your own Strategic Wealth Plan will serve as our roadmap as we work together. It will enable us to re-route and re-calibrate so that we stay on track in relation to your aspirations as your life unfolds.

  • Identify and prioritize objectives

    What do you want your investment strategy to accomplish? Absolute return, capital preservation, tax minimization? Once we identify your objectives, we can work with you to prioritize them.

  • Determine the appropriate investment strategy

    We have various in-house strategies with different objectives: tactical, technical, dividend-focused, etc. We also have access to over 300 institutional money managers. We’ll work with you to determine the best strategy to meet your objectives before customizing your investment plan.

  • Monitor and review

    Our research into your investments never stops. Should we determine that an individual investment or strategy is out of alignment with your Strategic Wealth Plan, we’ll notify you.

The Strategic Advantage

  • Fiduciary Duty

    As a Registered Investment Advisor, we are held to a fiduciary standard – meaning that we are required to always act in your best interests. As an independent, fee-based firm, we have no hidden agenda and our advice is unbiased and conflict-free.

  • Open Architecture

    We’re not limited to providing you with our “proprietary” products. Instead, we’re able to construct your portfolio from the full universe of investment options.

  • Best-in-Class Research

    Our team has identified the most credible and prestigious research firms – hedge funds, economics firms, investment advisors – to assist us with top-down and bottom-up analysis.

  • Monthly Investment Committee Meeting

    Our investment committee convenes monthly to analyze our best-in-class market research, discuss the trends that are formulating in the current macroeconomic environment, and determine the best ways to help you benefit from this insight.

Our Wealthalyze tool is a great first step in figuring out where you stand financially. If you aren’t 100% confident in your investment strategy, take a few minutes to see if there might be some room for improvement.