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.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.Explore services
Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Learn more
With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Learn more
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
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
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
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.
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.
Through our team of financial planning professionals, your wealth plan will always remain up-to-date and relevant to your unique goals and objectives.
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.
Strategic Wealth Partners’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
U.S. stocks finished barely positive last week. The S&P 500 inched 0.1% higher on a relatively light week for news. The government shutdown has delayed a number of key statistics about the strength of the U.S. economy and given investors less data then expected to evaluate it. Read more
If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, but predictable isn’t the word any of them are using. Read more
By Jamie Hopkins
Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more
Carson 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.
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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
Divorce 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
Published 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
Markets returned to rally mode last week and finished January significantly higher. The S&P 500 surged 1.6% on strong employment data, the Federal Reserve communicating its concerns about slowing growth, and generally positive earnings data.
The relatively strong earnings pushed Carson’s expectations for earnings growth from 11% to just less than 13%. Strong earnings performance from major oil companies helped boost estimates, too. Read more
