The Design
Your Business. Designed.
Your Life. Designed.
Your Income. Designed.
A planning practice for the life behind the numbers.
A planning practice, not an investment advisory shop.
Strategic Wealth Partners is a planning practice. Four decades of sitting across the table from people and thinking about whole lives — not just accounts, not just investments, not just the pieces someone else might sell you.
Assets are part of the picture; they aren’t the picture. We come from blue-collar roots and carry that ethic into the work: show up, do the hard part first, tell the truth, and respect that behind every plan is a person with a life to live.
Your Life. In Three Dimensions.
Your Business. Your Life. Your Income. Designed.
Everything we design touches one of these three areas — and most clients find their biggest opportunities live right at the intersection of all of them. Tap any card to see what falls inside.
Your Business. Designed.
It’s not just income. It’s your identity. Your team. Your life’s work.
From succession to exit strategy, we design the financial architecture around what you’ve built.
See what we design
It’s not just income. It’s your identity. Your team. Your life’s work.
From succession to exit strategy, we design the financial architecture around what you’ve built.
See what we design- Succession & exit strategy
- Buy-sell design
- Key-person protection
- Owner benefits & compensation
- Business continuity
Your Life. Designed.
You don’t need more hustle. You need more clarity.
Cash flow, protection, taxes, investments, estate — built to hold together as your life changes.
See what we design
You don’t need more hustle. You need more clarity.
Cash flow, protection, taxes, investments, estate — built to hold together as your life changes.
See what we design- Cash flow & reserves
- Protection — life, disability, LTC
- Investment planning
- Tax strategy
- Estate planning & legacy
Your Income. Designed.
Saved well — but still not sure you can spend it?
Retirement isn’t a date — it’s a window of time. We design a floor under essentials and a sequence that coordinates every source.
See what we design
Saved well — but still not sure you can spend it?
Retirement isn’t a date — it’s a window of time. We design a floor under essentials and a sequence that coordinates every source.
See what we design- Retirement income design
- Income floor for essentials
- Social Security coordination
- Distribution sequencing
- Tax-efficient withdrawals
Design, not assembly.
Most financial lives aren’t planned — they’re accumulated. A 401(k) from one job. An IRA from another. An old policy, a forgotten annuity. The question isn’t whether you have the right vehicles. It’s whether they’re coordinated.
The whole picture on one page.
An account statement shows you balances. A balance sheet shows you a life. We plan from the second view — assets, protection, and cash flow, all in conversation with each other. Not six spreadsheets in silos.
Outcomes over balances.
Numbers on a screen don’t pay the bills — income does. A well-designed plan gives essentials a floor underneath them, so lifestyle spending can ride the market and you can actually enjoy what you’ve built.
What you’ll miss if we don’t meet.
Most firms manage your money. We design your financial life. Three things almost no other firm offers together — and what gets lost when you only get pieces of them. Tap any card for more.
We design. Most firms assemble.
Assembly happens by default — one product at a time, nothing tying them together. Design happens on purpose. We start with the whole picture and only let in what earns a place inside it.
We walk with you.
The plan is yours. The discipline of staying in the room — through life changes, market noise, decisions that need to get made — is ours.
Truth over comfort.
We tell you the hard things. We don’t dress up uncertainty. We won’t promise things we can’t deliver.
What drives the work.
We believe you should have the opportunity to be financially successful.
We empower you to make smarter, healthier financial decisions.
Solution Centric
We are Solution Hungry. We help achieve goals and dreams by engaging the right people with the right knowledge and by being open to new ways.
Confident
We humbly show up with transparency in our knowledge and our abilities.
Optimistic
We hold an unconditional positive regard for life. We believe in better outcomes and move with a positive outlook.
Proudly Committed
We hold ourselves accountable to be the best we can be for our clients, to each other, and to our community. We are all in.
Evolving
Driven by curiosity, we consciously seek to expand our knowledge and experience, both personally and professionally.
Everybody has a castle.
Big, small, somewhere in between — we don’t judge the size. What matters is how the pieces of your castle work together. Almost every plan we design touches at least a few of these. Tap any card for the example.
Personal Planning
Coordinating protection, family transitions, education, and legacy — the parts of your financial life that don’t fit inside a single account.
Your Life. Designed.
See an example
Business Planning
Succession, buy-sell, key-person protection, owner compensation — the design work that keeps the business standing whether or not you’re in the chair.
Your Business. Designed.
See an example
Tax Strategy
Planning taxes forward — not reporting them backward. Roth positioning, distribution timing, charitable strategy, coordination with your CPA.
Your Income. Designed.
See an example
Cash Flow
How money actually moves through your life. Income, spending, debt, reserves — clarity that lets the rest of the plan hold.
Your Life. Designed.
See an example
Retirement
A window of time, not a date. Income floor, distribution sequence, Social Security coordination — designed as a system, not managed as isolated levers.
Your Income. Designed.
See an example
Protection first.
Strategy second.
Products last.
It doesn’t make sense to renovate the castle until it’s protected.
The people behind the work.
Click any photo to read more.
Neill Turner
Neill is the quiet calm in every room. He listens first, asks the questions that matter, and designs something that actually fits the life in front of him — not a template, not a product pitch. Clients often say that talking to Neill feels less like a meeting and more like a conversation with someone who genuinely has their best interests at heart.
He’s built his practice on directness — saying what he means, meaning what he says, and designing plans that hold up when the room catches fire.
Karen Jessey
Karen has spent her career translating complexity into clarity. She has a gift for explaining the why behind every recommendation — not just what a strategy does, but why it fits your particular life. Her clients know they can call with any question, and they do. No question too small; no concern too early to raise.
Her credential set spans tax-efficient planning, insurance design, retirement income, and exit strategy — and she brings that precision to every conversation, paired with a warmth that makes the complex feel manageable.
Melissa Chastain
Melissa’s approach starts with relationships. She takes the time to understand not just the numbers, but the goals, concerns, and values behind them — and makes sure nothing gets missed in bringing Neill and Karen’s work to life. Clients often describe her as thoughtful, thorough, and remarkably easy to work with.
Nisha Brushaber
Nisha brings precision and warmth to everything she does. Detail-oriented and proactive, she ensures that nothing falls through the cracks — from the first meeting through every stage of implementing Neill and Karen’s work. Clients appreciate that she’s always a step ahead, anticipating needs before they’re even voiced.
Kimberly Jessey
Kimberly is often the friendly voice clients hear most. She works closely with Neill and Karen to make sure every client feels informed, cared for, and never left wondering what comes next. She has a natural ability to make people feel at ease, no matter where they are in the process.
Paced, deliberate — no decision made before its time.
Each meeting builds on the last. Nothing gets implemented until every piece makes sense. Tap any step to read more.
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Meeting 01
Protection Meeting
Protection Meeting
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Meeting 02
Cash Flow Meeting(s)
Cash Flow Meeting(s)
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Meeting 03
Investment Meeting(s)
Investment Meeting(s)
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Meeting 04
Implementation Meeting
Implementation Meeting
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And Then
Ongoing
Ongoing
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Always
We’re Here When Life Happens
We’re Here When Life Happens
Let’s chat.
If you’re a professional sending a client our way, or a prospective client wondering whether we’re a fit — the first step is the same. A conversation. We’ll ask a few questions. You’ll ask a few. Nobody commits to anything.