6455 South Yosemite Street
We empower you to make smarter, healthier financial decisions.
Karen Jessey, ChFC®, CLU®, RICP®, CExP™ and Neill Turner, CExP™ joined forces in 2013 and Strategic Wealth Partners was born.
We serve as financial guides for successful entrepreneurs and for individuals with complex financial situations, helping our clients design a financial roadmap that simplifies and organizes their financial life, protects and grows their wealth and gives them a clear and confident path knowing their financial life is in good hands and they are free to focus on their business, life, and what matters most to them.
With success comes financial complexities , concerns, and questions that can be difficult to understand and navigate independently. Our clients come to us to gain access to the knowledge and know-how needed to protect and grow their wealth in ways that allow them to focus on enjoying their success.
The Path to Confidence Begins Here....
Service to our clients is amplified through the strength and teamwork of Wealth Strategies, LLC. We believe in their mission helping you "Live a Good Life for the Rest of Your Life."
A Good Life for the Rest of Your Life
Strategic Wealth Partners proudly works in correlation with Wealth Strategies, LLC.
Lead by Travis J. Hart CLU®, LUTCF and Ryan Kelley, Wealth Strategies demonstrates the desire to help you "Live a Good Life for the Rest of Your Life." We, at Strategic Wealth Partners, strongly align with their mission, vision, and core values.
Established over 30 years ago, Wealth Strategies is a premiere planning firm in Colorado, Wyoming, and Nebraska. Wealth Strategies brings to you in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation. WS has access to a full range of investment, insurance, retirement, and enterprise products and services, which they combine into coordinated asset strategies tailored specifically to your objectives. With an eye on excellence, Wealth Strategies serves more than 14,550 clients1 with over 24,000 accounts throughout the country and over $876,937,0002 of Assets Administered.
Service to our clients is amplified through the strength and teamwork of Wealth Strategies, LLC.
Experience more of Wealth Strategies here.
1Includes owners of inforce life, disability income, and long-term care insurance policies, as well as, all securities accounts.
2Represents inforce cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.