Strategic Wealth Partners, LLC Email Format

Financial ServicesPennsylvania, United States0-1 Employees

Strategic Wealth Partners, LLC is an independent wealth management firm based in Doylestown, Bucks County, Pennsylvania, within easy reach of Philadelphia and Princeton. The firm aims to help clients define and plan for financial outcomes that contribute to overall well-being in their financial lives, acknowledging that each client’s goals are unique. Securities are offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, and investment advisory services are provided through CWM, LLC, a Registered Investment Adviser, with Cetera Advisor Networks LLC operating under separate ownership from other named entities.

The client base is comprised of individuals seeking help prioritizing financial outcomes and achieving balance across life and finances through personalized guidance. In February 2023, the firm announced the addition of Michael Tuber as Wealth Advisor.

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