No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.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 – December 9, 2019A powerful jobs report in the U.S. produced continued evidence the U.S. economy is performing well and the risk of recession is lower. As discussed in greater depth below, the economy produced 266,000 jobs in November, and jobs numbers for the previous two months were revised higher. The risk of a recession continues to decline in the U.S.
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News
10 Common Estate Planning Mistakes (and How to ...Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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Monthly Newsletter
How to Give More than Stuff for ...Think about the best holiday gift you ever received. For some of us, that memory is pretty murky, but chances are you’ll come up with a toy you played with until it fell apart, or the bike you rode until the wheels fell off. Think about the “frame” that memory is in: was the gift exactly what you told your parents you wanted?
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Blog
Yes, Social Security Income Is Taxable – But ...As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.
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Video
Quarterly Market Outlook: Q4 2019Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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Infographic
Small Business Owners199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.
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Weekly Market Commentary
- Weekly Market Commentary – December 2, 2019
Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.Read more
