Network·Family Office
📍 FRANKLIN, TN
SEC CRD #801-134414
Strategic Wealth Partners Planning Your Financial Business Get in Touch Managing Risk Learn More Using Intelligent Allocation Strategies for investors seeking to be both tactical and defensive in their allocation to multi-asset class investing. Managing Money with an Eye on Risk! If you are looking for a “buy and hold” money management platform, you’ve come to the wrong place. Our goal is to provide clients with the best risk-adjusted returns by constructing portfolios using multiple asset classes that are “actively managed” to mitigate risk. More Services Asset Protection Most people do NOT have an Asset Protection Plan. Our planning process assesses risks and makes sure valuable assets are protected from “all” known and unknown creditors. Read more Tax-Reduction Our firm specializes in tax mitigation strategies. The best way to grow maximum wealth for retirement is to do so in the most tax-efficient manner possible. Read more Please enter video URL. Platform Overview Investment Principal, Joe MAAS Learn from Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM AA, CCIM about our intelligent allocation strategies that use both quantitative and qualitative analysis. AS WM Intelligent Allocation Strategies Why Choose SWP? Strategic Wealth Partners was created for people who want to take a different approach to building wealth; one where risk management is at the center of each element of a financial/retirement plan. Learn More The only source of knowledge is experience Appr
DRAKE OLIVER
CCO
📞 (407) 310-3354
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AUM
$102M
Location
FRANKLIN, TN
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