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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, & Steven

Strategic Wealth Partners

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...

Thursday, November 7, 2019

You’ve heard it and I’ve heard it—never discuss religion and politics. It’s easy to understand why. Some people hold very strong opinions, and it’s easy to get swept up into an unwinnable argument....

Monday, January 16, 2017

We’ve all heard it, “Don’t put all your eggs in one basket.” Our parents said it and their parents said it. We imagine it came from a fairly regular experience of a lovely clutch of eggs being accidentally...