Your financial checkup in less than 10 minutes.
Our Wealthalyze tool measures how effectively you’re managing your wealth. In less than 10 minutes, you’ll receive a score ranging from 0 to 100, providing you with valuable feedback on the current state of your financial affairs.
Wealthalyze is an assessment that can be completed in less than 10 minutes which analyzes all facets of your wealth management situation. It provides a score, ranging from 0 to 100, which measures the overall effectiveness of how well you’re managing your wealth. Additionally, upon completion, you’ll receive a PDF which explains your score, as well as a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) of your situation.
Wealthalyze is an asset not only for those who know there is room for financial improvement, but also for those who think they are doing exceptionally well but want to do even better. You’re going to know what you’re doing right (strengths), where you can improve (weaknesses), opportunities to better your situation, and the threats you need to mitigate. No matter where you fall on the scale, you will gain beneficial information and insight into your financial situation.
The best part? In the next 2-3 business days, you’ll receive a personalized SWOT analysis based on the information you provide.
Are you financially set up for every scenario? Is your current investment strategy built to maximize both growth and protection? Are you paying in tax just the amount you’re legally required to pay and not a penny more?
If the answer to all of the above questions isn’t a resounding “Yes!” then there are most likely proactive measures you can be taking to optimize your wealth.
Wealth management is a vital service that should evolve with you as your objectives and needs change, covering a wide array of services from wealth building and tax strategies to retirement and estate planning. Wherever you are in life, proper management of your wealth should always be top-of-mind.
Securing your financial future starts with taking control of your financial present. That’s where our Wealthalyze tool comes in.
Assess Your Wealth
For us to provide you with the most accurate SWOT analysis, please read each question carefully and answer as best you can. We want you to benefit from this assessment as much as possible.
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MEET MARK TEPPER
Mark Tepper, CFP® is president and one of the founding members of Strategic Wealth Partners. While he works with a variety of clients, Mark specializes in the wealth management and financial planning needs of high net worth individuals and families.
Since entering the financial services arena in 2000, Mark has gone on to become a Million Dollar Round Table Top of the Table qualifier, placing him in the top 0.1% of financial advisors in the country. Mark appears regularly on CNBC and Fox Business as a financial contributor and is the author of Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook, and Exceptional Wealth.
Mark’s financial expertise has given him the opportunity and honor of receiving a number of achievements, awards, and recognitions. He is also a trusted financial contributor for, and member of, many respected and well-known organizations.