Broker Check



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

Friday, February 4, 2022

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...