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 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.
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.
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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 is President and CEO of Strategic Wealth Partners. While he works with a variety of clients, Mark enjoys working on developing sophisticated and comprehensive wealth management solutions that address his clients’ ever-changing needs. He works with a number of high net worth individuals, business owners who have exited (or are considering exiting) their businesses, and professional athletes.
Since entering the financial services arena in 2000, Mark has compiled an impressive list of achievements. A well-known financial commentator, he appears regularly on CNBC’s Fast Money, Closing Bell, and Power Lunch. Additionally, he is the author of Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, and Exceptional Wealth. Beyond that, he has been featured in numerous publications, including The Wall Street Journal, Kiplinger’s, and CNN Money.
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.