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.

Begin Your Assessment

What is Wealthalyze?
What is wealth management?
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.

Let's Get Started

Please enter a 10 digit phone number.

I have a current and up-to-date financial plan.
My net worth allows me to accomplish everything I’d like to in my lifetime and beyond.
My financial plan is proactively updated every year.
My financial plan’s success rate exceeds 80%.
Stress tests have been run on my financial plan to ensure that it runs successfully in any and all conditions.
I’m confident that my investment strategy is the best strategy for me.
My portfolio holdings consist of mostly individual stocks and bonds rather than mutual funds.
I pay the minimum amount of tax as required by law.
All of my estate planning documents are up-to-date and reflect my current wishes and net worth status.
I am confident that my net worth will be 100% secure in the event of a lawsuit.
My charitable giving strategy maximizes the benefit to the charity while also maximizing my tax savings.
I understand and utilize risk measurement statistics to measure the effectiveness of my investment strategy.
My investment decisions are ALWAYS based on logic, research, and diligence and I NEVER make an emotional investment decision.
My asset allocation is systematically rebalanced annually without considering the momentum of the stock market prior to executing the rebalance.
My income strategy in retirement will provide me with the greatest after-tax income possible.
I work with a financial advisor who proactively communicates with me and provides me with updated recommendations on a regular basis.
I am confident that my potential long-term care costs will be covered without hurting my estate.
I’m utilizing all available estate planning tools to minimize the amount of potential estate tax.
I work with an intelligent team of professional advisors – CFP® practitioners, CFA charterholders, CPAs, Attorneys, etc.
I feel like a valued client when working with my professional team, not just a number.
I have a plan which tells me in which order to take distributions from my various investment accounts in retirement to maximize my portfolio while minimizing my taxes.
I own enough life insurance and disability insurance to ensure that my family is protected if something were to happen to me.
My investment strategy holds other non-correlated assets beyond just stocks and bonds.
My professional team of advisors has a cohesive and coordinated relationship and works together for my benefit – without me having to act as the middleman.
If I own a business, I know its valuation and have an exit plan in place.
Are you a business owner?
What is your Total Net Worth?

Submit Assessment

Thank you, you may go back and change any of your answers.

Please submit using the button below and receive your Wealthalyze score instantly!

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.

  • FSP
  • FPA
  • WSJ
  • MDRT
  • Kiplinger
  • inc 500
  • INC.
  • Fox Business
  • Estate Planning Council of Cleveland
  • EO
  • Crain's 40 Under 40
  • Certified Financial Planner
  • CNBC

Reach Out

If you’d like to discuss any of your wealth management questions or concerns with one of our experts, please fill out the form and someone from our team will reach out to you shortly.