Strategic Wealth Partners Employee Directory

Investment ManagementUnited 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.

Find Strategic Wealth Partners employees' phone numbers or email addresses

Strategic Wealth Partners Global Highlights

North America
29

United States Of America
29

Strategic Wealth Partners's Leadership

P. B.
Chief Investment Officer
Mobile Phone
Email
P. J. B.
Chief Investment Strategist
Mobile Phone
Email
B. B.
President
Mobile Phone
Email
T. W.
Senior Wealth Manager
Mobile Phone
Email
C. J.
Senior Wealth Advisor / Business Development
Mobile Phone
Email
J. R.
Wealth Advisor
Mobile Phone
Email
J. M.
Financial Consultant
Mobile Phone
Email

Strategic Wealth Partners Employee Metrics

100%

50%

0%

2025

2024

Finance
Operations
Administrative
Other
Consultant
Business Development

Contact profiles from Strategic Wealth Partners

Name

Title

Contact Info

Location

Last Update

B. B.
President
Mobile Phone
Email
United StatesNew York
Oct 19, 2025
P. B.
Chief Investment Officer
Mobile Phone
Email
United StatesGeorgia
Jul 20, 2025
P. J. B.
Chief Investment Strategist
Mobile Phone
Email
United States
Jul 20, 2025
T. W.
Senior Wealth Manager
Mobile Phone
Email
United StatesOregon
Sep 08, 2025
C. J.
Senior Wealth Advisor / Business Development
Mobile Phone
Email
United States
Oct 09, 2025
J. R.
Wealth Advisor
Mobile Phone
Email
Oct 25, 2025
J. M.
Financial Consultant
Mobile Phone
Email
United StatesArkansas
Oct 25, 2025

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 25 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Strategic Wealth Partners's key employees include:

Chief Investment Officer: P. B.
Chief Investment Strategist: P. J. B.
President: B. B.
Senior Wealth Manager: T. W.
Senior Wealth Advisor / Business Development: C. J.

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