Strategic Wealth Partners, Inc. is an independent, client-centered asset management firm based in Rochester, New York, with a focus on serving individual investors and institutional clients nationwide. They take a personalized approach, crafting custom investment portfolios aimed at generating multiple income streams and delivering market-like returns with reduced risk.
With a partnership model at its core, Strategic Wealth Partners views clients as partners, investing alongside them to safeguard mutual capital. Their active management strategy involves rigorous research and analysis to strategically balance risk and reward, all while prioritizing the financial security and wealth preservation of their clients.
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