Our Principles

We Are

  • Motivated by a passionate commitment to excellence.
  • Deeply appreciative of our client’s trust and ever mindful of our highest fiduciary duty.
  • Striving each day to deliver an exceptional client experience with the same degree of personal attention, consideration and accomplishment we would seek for ourselves.
  • Actively engaged in cultivating a collaborative environment of discretion, sensitivity and mutual respect which champions honesty, creativity, rigorous analysis, objectivity and independent thinking.
  • Guided by our experience, from a mature perspective, and in adherence to the firm’s Ethical Code to always, without exception, put the interest of the client first.
  • We hold to the values of integrity, personal responsibility, professional accountability and the spirit of true partnership.
  • Clients who choose to invest with Strategic Wealth Partners, Inc., are choosing to do business with a firm which acknowledges they have all the rights and privileges separately detailed in Our Client Rights - available on this site, under Firm Profile.
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