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Have you ever had a long time friend surprise you with a story from their life - some great trip or some life experience that you never knew about?   We tend to see people around us as filling a role in our lives -- friend, teacher, helper, adviser.  The people around us have lives and they happen to serve a role in our lives.

We serve as financial guides but we're 3-D humans, eating out, raising families, and having our own life experiences.

This is the part of our website where we're going to bring in some financial insights, habits, thoughts, but also where we're going to talk about the other things in our lives.

Join us as we bring depth to who we are!

Karen, Neill, Melissa, Nisha, and Kim

Strategic Wealth Partners

Thursday, August 3, 2023

Four Good Questions for a business owner to work through. A big part of being a successful business owner is your ability to ask questions. This innate curiosity allows your business to thrive, adjust, and evolve. Let's chat!

Thursday, April 27, 2023

How do I retain employees has to be one of the top questions business owners ask themselves. Here are some strategies to employ in your business.

Monday, April 17, 2023

Long-term planning is crucial for business owners because it enables them to set a clear direction and roadmap for their company's future. Here are some reasons why long-term planning is essential for business owners:Helps to set and...

Monday, April 17, 2023

Some things that business owners may not know or underestimate:The importance of market research: Many business owners underestimate the value of thorough market research before launching a new product or service. Without proper...

Friday, February 4, 2022

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Wednesday, January 19, 2022

When should you start working with a financial planning professional? Query the internet and you’ll receive the full range from immediately to never. Here are our thoughts.

Friday, February 7, 2020

Success can be a nebulous concept. What one business owner considers success might only be a step on the path to success for you. What are some of the guidelines that you can use to foster the kinds of planning that achieve the...