Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Strategic Wealth Partners, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Strategic Wealth Partners we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
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
Financial Planning
Through our team of financial planning professionals, your wealth plan will always remain up-to-date and relevant to your unique goals and objectives. Learn more
Estate Planning
Our estate planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more
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.
FINANCIAL PLANNING
Through our team of financial planning professionals, your wealth plan will always remain up-to-date and relevant to your unique goals and objectives.
Our Locations
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.
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
Market Commentary: Markets See Huge Boost as ...The S&P 500 wrapped up its best quarter since 1998, gaining 20.5%, amid a strong employment report and continued concerns as the United States and the world posted a record number of coronavirus cases.
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Monthly Newsletter
Paying Off Debt: As You Work Toward ...Debt consolidation and repayment takes up a lot of America’s bandwidth. You can’t watch TV, especially daytime TV, without seeing at least one advertisement promising you freedom from debt – call now! These gimmicks are hit-and-usually-miss, but the sheer ubiquity of this conversation tells us it’s on everyone’s mind.
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Video
Tax Planning in 2020: What to Expect This ...With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar
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Blog
6 Planning Opportunities for 401(k)s in Light ...By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
Read MoreWeekly Market Commentary
- Market Commentary: S&P 500 Dips as COVID-19 Cases Surge
The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high. Some states are reporting record hospitalizations and pausing or reversing reopenings. Initial unemployment claims, as shown in Figure 1, remain close to 1.5 million.Read more
