Strategic Wealth Partners
Strategic Wealth Partners specializes in wealth management strategies for business professionals and entrepreneurs. We help you make smart financial decisions throughout every stage in life. Our team of financial experts is with you every step of the way—wherever you’re at in your career—from building your wealth and preparing for retirement to exiting your business. We work with you to grow and protect your assets, minimize tax consequences, and maximize gains from liquidity events.
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Verified contacts
28
available on Kipplo
LinkedIn employees
27
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
3
tools in use
Monthly traffic
432
organic / mo
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Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- BH
Brittany Halsey
Office Manager · Operations
EmailPhone - CJ
Carolyn Jacks
Executive Administrator · General Business & Management
EmailPhone - JW
Jerome Wiggins
Senior Wealth Advisor · Finance & Accounting
EmailPhone - LM
Lisa Meluch
Executive Assistant · General Business & Management
EmailPhone - AZ
Anthony Zabiegala
VP COO Co-founder Sr Wealth Advisor · Other
EmailPhone - MT
Mark Tepper
CEO · General Business & Management
EmailPhone - PJ
Peter J Brunton
Chief Investment Officer · Finance & Accounting
EmailPhone - JC
Jordan C. Howd
Director of Financial Planning · Finance & Accounting
EmailPhone - MB
Matt Bures
Chief Compliance Officer and Director of Operations · Legal
EmailPhone
Showing 9 of 28 verified contacts
Top roles at Strategic Wealth Partners
19 distinct titles indexed · top 10 shown.
- 3chief investment officer
- 3wealth advisor
- 2director of financial planning
- 2director of marketing
- 2executive assistant
- 2portfolio manager
- 1associate financial advisor
- 1associate wealth advisor
- 1ceo
- 1chief compliance officer and director of operations
- +9more titles
Sign up to unlock all 28 contacts at Strategic Wealth Partners
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