Our Services

Strategic Wealth Partners is a Registered Investment Advisor.  We are a fee-only investment advisory firm, which means that we are not paid via commissions.  Therefore, we have a fiduciary responsibility to act in the best interests of our clients -- not our pocketbooks. 

Our typical fees come in the form of a percentage of the assets under management.  This way, when your account increases, our compensation increases.  If your account goes down in value, our compensation drops accordingly.  With this fee-only platform, it assures that we will always be on the same team working for the same cause.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can then assist you in executing the plan.

Click the link below to see an overview of our planning process:

Strategic Wealth Plan