Prospeo
Hero Section BackgroundHero Section Background
Strategic Wealth Partners

Strategic Wealth Partners Email Formats

Investment ManagementFlag of USIndependence, Ohio, United States21-50 Employees

Strategic Wealth Partners Email Formats

Strategic Wealth Partners uses 4 email formats. The most common is {first initial} (e.g., j@swpconnect.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}
j@swpconnect.com
66.7%
{first name}
john@swpconnect.com
19%
{first name}{last name}
johndoe@swpconnect.com
9.5%
@swpconnect.com
4.8%

Key Contacts at Strategic Wealth Partners

Flag of US

Mark Tepper

Ceo

Flag of US

Anthony Zabiegala

Vp / Coo / Co-Founder / Sr. Wealth Advisor

Flag of US

Rick Eicheldinger

Director Of Financial Planning

Flag of US

Steve Dimichele

Director Of Tax Services

Flag of US

Matt Bures

Chief Compliance Officer And Director Of Operations

Flag of US

Cris Dupont

Director Of Marketing

Flag of US

Brittany Halsey

Director First Impressions

Company overview

Headquarters5005 Rockside Road, Suite 1200, Independence, OH 44131, US
Phone number+12168009000
Website
NAICS5231
Keywords
Tax Planning, Insurance Planning, Wealth Management, Business Valuation, Exit Planning, Retirement Planning, Financial Planning, Investment Management, Corporate Retirement Plan Management
Founded2003
Employees21-50
Socials

About 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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Strategic Wealth Partners has 22 employees across 6 departments.

Departments

Number of employees

Funding Data

Strategic Wealth Partners has never raised funding before.

Strategic Wealth Partners Tech Stack

Discover the technologies and tools that power Strategic Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Autoptimize

Performance

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

theTradeDesk

theTradeDesk

Advertising

Slick

Slick

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Hotjar

Hotjar

Analytics

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Simpli.fi

Simpli.fi

Advertising

Twitter Ads

Twitter Ads

Advertising

Frequently asked questions

Strategic Wealth Partners is located in Independence, Ohio, US.
You can reach Strategic Wealth Partners at +12168009000.
Strategic Wealth Partners was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
Strategic Wealth Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles