There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. 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
Weekly Market Commentary January 21, 2019Stocks continued to post strong weekly gains. The S&P 500 gained 2.9%, following last week’s 2.6% increase. Read more
Video
Q1 2019 Quarterly Market UpdateCarson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
Read more
Monthly Newsletter
How to Save More in 2019The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.
In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more
Blog
7 Year-End Planning Tips from a Wealth PlannerPublished by Mark Petersen, Vice President Affluent Wealth Planning
The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more
News
Wall Street managers have cost Americans more ...Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Infographic
Divorce PlanningDivorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Blog post
Weekly Market Commentary
- Weekly Market Commentary January 14, 2019
After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more
