Description
About the Author
Mark Tepper is the president and CEO of Strategic Wealth Partners, a comprehensive wealth management firm that specializes in working with higher-net-worth families. Strategic Wealth Partners has made the Inc. 5000 for several consecutive years, making it one of the fastest-growing private companies in America. Mark has helped his clients develop and oversee their financial plans, prudently manage their investment portfolios, and facilitate successful exits from their privately held businesses. A well-known financial commentator, Mark appears regularly on CNBC's Power Lunch and Closing Bell as well as on the Fox Business Network. He has been featured in the Wall Street Journal, Kiplinger's, and Inc. magazine. Mark is also a member of Entrepreneurs' Organization (EO). Mark holds a BSBA in finance from John Carroll University and is a CERTIFIED FINANCIAL PLANNERTM professional.
Reviews
"Exceptional Wealth does an exceptional job outlining the keys to successful wealth management. Read it." --Wesley R. Gray, PhD, CEO of Alpha Architect, and coauthor of Quantitative Momentum "Exceptional Wealth provides practical steps and game-changing strategies tailored to the unique needs of higher-net-worth individuals. Mark Tepper's insightful way of looking at and planning for wealth preservation is sure to help you stay ahead of the game." --Gino Wickman, author of Traction and Creator of EOS
Book Information
ISBN 9781626344563
Author Mark Tepper
Format Hardback
Page Count 296
Imprint Greenleaf Book Group LLC
Publisher Greenleaf Book Group LLC
Dimensions(mm) 215mm * 9mm * 139mm