Strategic Wealth Partners Employee Directory

Investment ManagementOhio, United States11-50 Employees

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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Strategic Wealth Partners Global Highlights

North America
40

United States Of America
40

Strategic Wealth Partners's Leadership

A. T. Z.
Vp / Coo / Co-Founder / Sr. Wealth Advisor
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D. G.
Vice President, Senior Wealth Advisor
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R. E.
Director Of Financial Planning
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B. H.
Director First Impressions
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C. W.
Director Of Transaction Planning & Advisory
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K. W.
Director Of First Impressions
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S. D.
Director Of Tax Services
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R. J. L.
Portfolio Manager
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Strategic Wealth Partners Employee Metrics

100%

50%

0%

2024

2023

Finance
Operations
Administrative
Other

Contact profiles from Strategic Wealth Partners

Name

Title

Contact Info

Location

Last Update

A. T. Z.
Vp / Coo / Co-Founder / Sr. Wealth Advisor
✕
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Work email
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Mobile Phone
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Email
United StatesOhio
Oct 09, 2024
D. G.
Vice President, Senior Wealth Advisor
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Email
United StatesOhio
Oct 21, 2024
R. E.
Director Of Financial Planning
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Mobile Phone
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Email
United StatesOhio
Oct 22, 2024
B. H.
Director First Impressions
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Mobile Phone
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Email
United StatesOhio
Oct 21, 2024
C. W.
Director Of Transaction Planning & Advisory
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Mobile Phone
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Email
United StatesOhio
Oct 21, 2024
K. W.
Director Of First Impressions
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Mobile Phone
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Email
United StatesOhio
Oct 23, 2024
S. D.
Director Of Tax Services
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Email
United StatesOhio
Oct 18, 2024
R. J. L.
Portfolio Manager
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Email
United StatesOhio
Oct 17, 2024
C. S.
Senior Portfolio Manager
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Email
United StatesFlorida
Oct 17, 2024
E. N.
Senior Operations Associate
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Email
United StatesOhio
Oct 21, 2024

Frequently Asked Questions

What is Strategic Wealth Partners known for?

Strategic Wealth Partners was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in 5005 Rockside Road Suite 1200 Independence, OH 44131 US; you can contact the main corporate office by phone at

+1-216-447-****

. Explore Strategic Wealth Partners's company overview page for more information.

What is Strategic Wealth Partners's most common email format?

Strategic Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Partners email formats with LeadIQ.

How many employees does Strategic Wealth Partners have currently?

Strategic Wealth Partners has approximately 29 employees as of September 2024. These team members are located across 1 continents, including North America.

Who are Strategic Wealth Partners's key employees and leadership?

As of September 2024, Strategic Wealth Partners's key employees include:

Vp / Coo / Co-Founder / Sr. Wealth Advisor: A. T. Z.
Vice President, Senior Wealth Advisor: D. G.
Director Of Financial Planning: R. E.
Director First Impressions: B. H.
Director Of Transaction Planning & Advisory: C. W.

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