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Strategic Wealth Partners, Inc. - Rochester NY Investment Manager - Financial Planning, Investing

Investment management and financial planning in Rochester, New York. Private Wealth Management - www.strategicwp.net - Our practice is built on a partnership model where the client and the portfolio team each bring real value to the relationship.

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CONTACTS AT STRATEGICWP.NET

Strategic Wealth Partners

William Boselli

31 Pine●●●●●●● Circle

Pen●●●eld , New York, 14526

United States

0.58●●●●9930
bi●●●●●●●●●●●@gmail.com

View this contact

Strategic Wealth Partners

William Boselli

31 Pine●●●●●●● Circle

Pen●●●eld , New York, 14526

United States

0.58●●●●9930
bi●●●●●●●●●●●@gmail.com

View this contact

Strategic Wealth Partners

William Boselli

31 Pine●●●●●●● Circle

Pen●●●eld , New York, 14526

United States

0.58●●●●9930
bi●●●●●●●●●●●@gmail.com

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Strategic Wealth Partners, Inc. - Rochester NY Investment Manager - Financial Planning, Investing | strategicwp.net Reviews
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Investment management and financial planning in Rochester, New York. Private Wealth Management - www.strategicwp.net - Our practice is built on a partnership model where the client and the portfolio team each bring real value to the relationship.
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1 William A. Boselli Jr.
2 Bill Boselli
3 Martin S. Lieber
4 invest
5 investing
6 investment advisors
7 investment ideas
8 investment manager
9 investment strategy
10 investment
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client login,main navigation,firm profile,our strategic difference,our client rights,our partnership process,our principles,our team,investment philosophy,resources,sec adv brochure,market letters,information is plentiful,rigorous,invaluable
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Strategic Wealth Partners, Inc. - Rochester NY Investment Manager - Financial Planning, Investing | strategicwp.net Reviews

https://strategicwp.net

Investment management and financial planning in Rochester, New York. Private Wealth Management - www.strategicwp.net - Our practice is built on a partnership model where the client and the portfolio team each bring real value to the relationship.

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1

Strategic Wealth Partners, Inc. - William A. Boselli Jr., Martin S. Lieber - Our Team

http://www.strategicwp.net/Our-Team.html

70 Linden Oaks, Rochester, NY 14625, 585-662-4167. The firm is led by its two principals- William A. Boselli, Jr. and Martin S. Lieber with nearly four decades of cumulative hands-on portfolio management experience. Following varied business careers for each, in Philadelphia and New York, respectively, they joined together, first at Merrill Lynch, then later moved their practice to Smith Barney/Citigroup Capital Markets. Collaboration in attentive service of our clients. 8226; Our Strategic Difference.

2

Disclosure | Strategic Wealth Partners, Inc

http://www.strategicwp.net/Disclosure.html

70 Linden Oaks, Rochester, NY 14625, 585-662-4167. Strategic Wealth Partners is duly registered as an Investment Advisor with the Securities and Exchange Commission and may only transact business in a client’s state of residence if first registered, excluded or exempted from registration in the client’s state. The rendering of personalized investment advice for compensation will not be made absent compliance with these investment advisor registration requirements. No current or prospective client should ...

3

Strategic Wealth Partners, Inc. - Rochester, NY - Market Letters - PDF documents - Investment Services - Personal Touch

http://www.strategicwp.net/Market_Letters.html

70 Linden Oaks, Rochester, NY 14625, 585-662-4167. 55 Famous Last Words. Second Quarter Market Letter. 8226; Our Strategic Difference. 8226; Our Client Rights. 8226; Our Partnership Process. 8226; Our Principles. 8226; Our Team. 8226; Contact Us. Rochester Area Photography by Sheridan Vincent.

4

Strategic Wealth Partners, Inc. - Rochester, NY - Our Principles - Investing Strategy - Financial Solutions

http://www.strategicwp.net/Our-Principles.html

70 Linden Oaks, Rochester, NY 14625, 585-662-4167. Motivated by a passionate commitment to excellence. Deeply appreciative of our client’s trust and ever mindful of our highest fiduciary duty. Striving each day to deliver an exceptional client experience with the same degree of personal attention, consideration and accomplishment we would seek for ourselves. We hold to the values of integrity, personal responsibility, professional accountability and the spirit of true partnership. 8226; Our Client Rights.

5

Strategic Wealth Partners, Inc. - Rochester, New York - Client Resources - SEC Brochure - Market Letters - Money Management

http://www.strategicwp.net/Client-Resources.html

70 Linden Oaks, Rochester, NY 14625, 585-662-4167. 8226; Our Strategic Difference. 8226; Our Client Rights. 8226; Our Partnership Process. 8226; Our Principles. 8226; Our Team. 8226; Contact Us. Rochester Area Photography by Sheridan Vincent.

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