Strategic Wealth Partners is a client-centric, independent wealth management firm that acts as a fiduciary for its clients. Founded in 2008, the company focuses on delivering personalized financial planning, investment management, and wealth protection strategies. Their mission is to provide clients with clarity, confidence, and comfort in their financial lives by coordinating all aspects of their wealth, including retirement planning, estate planning, tax strategies, and insurance. The firm is part of the Focus Financial Partners network, which provides access to additional resources while maintaining its operational independence.

Founded in

United States