Strategic Wealth Partners, LLC is an independent wealth management firm located in scenic Bucks County, PA, within an easy drive of Philadelphia and Princeton, NJ. Our mission is to help our clients define, plan, and work toward achieving well-being in their financial lives, True Wealth. In our view, every client is unique and the financial outcomes they hope and strive for are theirs alone.
With the understanding that finances impact virtually every area of one’s life, we believe that one of our most important roles is to help clients define and prioritize the financial outcomes they hope for. While each of us may have our own definition of wealth, we all seek balance, a state of “well-being” in our lives, and particularly, in our financial lives. Contact us today and learn how we can help you work towards the financial well-being you seek.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, a Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
Wise Wealth Management llc is an SEC-registered investment advisory practice based in New York City and founded in July 2001. Wise manages investments and executes financial plans for high-net-worth individuals, small business owners, and institutional investors. Potential investors, please contact: Stephanie Meket, Principal Tel. 212-567-1416 Email smeket@wisewealthmanagement.com Twitter @stephaniemeket LinkedIn Stephanie Meket 100 Park Avenue, Suite 1600, New York NY 10017
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