EXCEPTIONAL WEALTH: Clear Strategies To Protect And Grow Your Net Worth

All wealth management is not the same. If you are a high net worth individual, it's crucial to know that the rules are different for you.

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ABOUT THE BOOK

Tepper, president and CEO of Strategic Wealth Partners and author of Walk Away Wealthy, advises affluent readers that managing their wealth is complex, and he explains and stresses key steps and sophisticated strategies that should be implemented by experienced professional financial advisors to ensure continued success. Underscoring the fact that each of these groups has different forms of wealth, investments, and accounts, he shows why every individual and family needs unique financial plans and strategies. Investment management might have made these individuals wealthy in the first place, but Tepper shows how proper wealth management will keep them wealthy in the future.

WHAT YOU'LL LEARN

If you are an investor with more than $5M in assets, you have outgrown cookie cutter strategies. Asset maximization is more than investment management, it requires a structured plan coordinating estate planning, tax mitigation, risk-management, and customized portfolio management

SOLUTIONS

Sophisticated investment solutions to maximize after-tax returns and reduce volatility

TECHNIQUES

Estate planning techniques designed to reduce the tax bill and maximize your estate for current and future generations

STRATEGIES

Risk-management strategies to secure your assets from the potential of unforeseen litigation

IMPLEMENTATION

Actionable ideas to optimize your wealth

No single advisor can create the techniques necessary to protect and maximize your interests. You have built exceptional wealth and deserve to be surrounded by a team of specialists who work in synchrony to maximize your interests!

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Sellability Score

Find out with the Sellability Score, a free online questionnaire that helps you gauge the true value of your business in under 15 minutes.

The Sellability Score quantitative algorithm weighs dozens of variables to predict how easy it would be to sell your business and the likelihood of getting a premium price.

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Wealthalyze

Wealthalyze is an assessment that can be completed in less than 10 minutes which analyzes all facets of your wealth management situation. It provides a score, ranging from 0 to 100, which measures the overall effectiveness of how well you’re managing your wealth. Additionally, upon completion, you’ll receive a PDF which explains your score, as well as a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) of your situation.

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ABOUT THE AUTHOR

There’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Since founding SWP in 2008, Mark put his competitive nature and years of experience to work putting points on the board for clients looking for sophisticated and comprehensive wealth management solutions. Mark works with a broad spectrum of high net worth individuals, from business owners to professional athletes, and crafts strategies tailored to their specific goals.

As much as Mark loves winning, he also enjoys educating others on how they can take charge of their financial futures. Mark is an especially effective communicator whose expertise is sought by national media outlets. You might recognize him from his regular appearances as a co-host on Fox Business’s Mornings with Maria and Varney & Co. Along with his eBook Tilting the Odds, Mark has authored three Amazon bestsellers - Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook: The Professional Athlete’s Guide to Building Lifelong Wealth. Additionally, Mark’s an NFLPA Registered Player Financial Advisor.

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