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Strategic Wealth Partners, Ltd.

Headquartered in INDEPENDENCE, OH

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Firm Information

Strategic Wealth Partners, Ltd. is an investment advisor based in Independence, OH with approximately $1.08 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. They serve high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.

Strategic Wealth Partners, Ltd.

5005 ROCKSIDE ROAD

INDEPENDENCE, OH 44131-6829

$1.08B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (10)

STRATEGIC WEALTH PARTNERS, LTD. has a total of 10 branch locations across the country.
location

INDIANAPOLIS, IN

location

NEWTON, MA

location

ROUND ROCK, TX

location

Lake Oswego, OR

location

Cincinnati, OH

location

Fulton, MD, MD

location

INDEPENDENCE, OH

location

Fremont, OH

location

PORTLAND, OR

location

ALPHARETTA, GA

Advisors at Strategic Wealth Partners, Ltd.

View All 18 Advisors
Unclaimed
Jerome Allen Wiggins

RA

Fremont, OH

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Unclaimed
Ryan Kidston Murray

CFP®, RA

INDEPENDENCE, OH

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Derek Michael Gabrielsen

RA

INDEPENDENCE, OH

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Unclaimed
Matthew Howard Geary

CFA®, RA

INDEPENDENCE, OH

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Unclaimed
David R Abate

CFP®, RA

INDEPENDENCE, OH

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Unclaimed
Nathan Michael Fischer

CFA®, RA

INDEPENDENCE, OH

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Unclaimed
Peter James Brunton

CFA®, RA

INDEPENDENCE, OH

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Unclaimed
Brian Eugene Martin

CFP®, RA

INDIANAPOLIS, IN

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Disclosures

There are no public disclosures for Strategic Wealth Partners, Ltd..

Frequently Asked Questions (7)

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