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CEO @Strategic Wealth Partners
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WORK HISTORY
CEO @Strategic Wealth Partners
Seven Hills, OH, US
Providing wealth management and financial planning with a proactive investment management philosophy. We manage risk daily in our clients\' investment portfolios in an effort to realize the highest after-tax risk-adjusted return possible.
EDUCATION
Columbia Business School
Value Investing
John Carroll University
BSBA
SKILLS
ABOUT MARK TEPPER
I provide proactive and comprehensive wealth management solutions to high net worth families and entrepreneurs. We work with our clients who have outgrown cookie-cutter advice to provide them with custom-tailored solutions to optimize their financial affairs. SWP provides the following services to our clients:• Exit Planning & Succession Planning• Investment Management• Wealth Management• Financial Planning• Retirement Planning• Estate Planning for individuals, families and businesses• Roth IRA conversions and rolloversOur team of Certified Financial Planners and Investment Advisors appears regularly on Fox News, Fox Business, and CNBC providing economics and markets-related commentary. Specialties: Proactive Wealth ManagementExit PlanningSuccession PlanningDisclosure: https://tinyurl.com/y74uxgco
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