Assessing your finances just got easier.
How do you know if you’re doing enough to protect and grow your wealth? With Wealthalyze, you can find out in just 10 minutes. Wealthalyze has helped thousands of private investors measure the effectiveness of their wealth strategy, is simple to use, and generates a completely unbiased score that’s easy to understand.
Taking control of managing your wealth just got easier.
Created exclusively by our team of independent advisors, Wealthalyze provides totally unbiased results that you can act on. As an added bonus, Wealthalyze includes a follow-up SWOT (strengths, weaknesses, opportunities, and threats) analysis of your financial situation within two to three business days—so you know exactly where you can make improvements.
If you’re ready to take the next steps in bolstering your finances, whether you’re a wealth management beginner or a seasoned pro, try Wealthalyze for valuable insights to take better control of your financial future.
At Strategic Wealth Partners, our wealth management team gets to know you, learns about your values, and creates a personalized financial blueprint. Our conversations cover everything that's important to you and your finances, like whether your investment strategy is maximizing growth and protection, how you plan to pass your assets to your loved ones, how to minimize your taxes, and when you foresee yourself retiring.
Assess Your Wealth Management Approach
Fill out the Wealthalyze questionnaire and we’ll send a personalized score and SWOT analysis straight to your inbox. There’s no fee or obligation to get the score and analysis.
Let's Get Started
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
There’s nothing Strategic Wealth Partners CEO and president Mark Tepper enjoys more than winning. What’s a win? Developing financial strategies for clients that get results. Since founding SWP in 2008, Mark put his competitive nature and years of experience to work putting points on the board for clients looking for sophisticated and comprehensive wealth management solutions. Mark works with a broad spectrum of high net worth individuals, from business owners to professional athletes, and crafts strategies tailored to their specific goals.
Mark equally enjoys educating others on how they can take charge of their financial futures. His expertise is sought by cable news networks and both national and local publications, with frequent appearances on CNBC and Fox Business as a financial contributor sharing insights gleaned from over 20 years in finance. Along with his eBook Tilting the Odds, Mark has also authored two Amazon bestsellers, 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.