• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • EXPERIENCE THE DIFFERENCE

    In our view, every client is unique and the financial outcomes they hope and strive for are theirs, alone.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Learn More

Risk Management

With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Learn more

Tax Planning

We have a team of in-house CPA’s that offer tax planning services and tips on how you can save money in the future. Learn more

Wealth Planning

Through our team of wealth planning professionals, your wealth plan will always remain up-to-date and relevant to your unique goals and objectives. Learn more

Estate Planning

Your Wealth Advisor and Wealth Enhancement Group can help you with your estate planning needs and formalize your wishes. Learn more

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Personalized Wealth Management

The word “wealth” means different things to different people. While our society often views in terms of personal net worth, it is interesting to note that the origin of the word “wealth” included the concept of overall well-being in all areas of one’s life. We believe this concept of wealth is valid in our world today. While each of us may have our own definition of wealth, we all seek balance, a state of well-being in our lives, and particularly, in our financial lives.

Our mission at Strategic Wealth Partners is to help our clients define, plan and work toward achieving well-being in their financial lives. In our view, every client is unique and the financial outcomes they hope and strive for are theirs, alone. With the understanding that finances impact virtually every area of one’s life, we believe that one of our most important roles is to help clients define and prioritize the financial outcomes they hope for, before moving to the practical application of investment management and planning techniques.

Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and learn how Strategic Wealth Partners can help you pursue the True Wealth and financial well-being you seek.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Wealth Planning

Through our team of wealth planning professionals, your wealth plan will always remain up-to-date and relevant to your unique goals and objectives.

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Our Location

Located in Doylestown, Pennsylvania, we provide the highest level of service for our local and national clients in financial planning and investment management. Contact us today and learn how we can help you pursue the financial well-being you seek.

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Insights

Strategic Wealth Partners’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary March 27, 2017

The week of March 20 began with fluctuation in the markets, as investors signaled signs of uncertainty in President Trump’s ability to pass legislature. Though market volatility has been at a historically low point, trends changed this past week when the NASDAQ Composite, S&P 500 and the DJIA fell 1.22%, 1.44% and 1.52%, respectively. Read more

What’s in Your Wallet? A Powerful Portfolio Management Tool
Blog
What’s in Your Wallet? A Powerful ...

Published by Rob Furlong

When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Monthly Newsletter
March Monthly Newsletter: Billions of Reasons To ...

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of Spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Video
How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to leran how a trusted financial advisor can help. Read more

    Blog post
  • Helping Your Loved Ones with Long Term Care

    Published by Mike Schudel and the Carson Institutional Alliance Investment Committee

    Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more

    Weekly Market Commentary
  • Weekly Market Commentary March 20, 2017

    After a quiet beginning to the week, the markets reacted to the expected interest rate hike with stocks soaring and Treasury yields falling. According to the meeting, the Fed’s stance on further rate hikes has changed, taking on a more dovish stance with no more than two additional rate increases this year. Read more