5 Questions With Mick Edwards, Wealth Advisor From Strategic Wealth Partners

According to Strategic Wealth Partners, money doesn’t have to be complicated. Through transparency, an effective game plan and advice communicated in common language, the Doylestown-based wealth management firm helps investors understand what’s happening with their money.

The Strategic Wealth Partners team believes that advisors should be just as good at explaining investments as they are at making them. Wealth advisor Michael G. Edwards discusses this approach in-depth as well as how Strategic Wealth Partners distinguishes itself from other firms.

Patch: What makes Strategic Wealth Partners unique?

Mick Edwards: At Strategic Wealth Partners, our primary goal is to serve as a trusted advisor for every client that we serve and help them pursue true wealth – all that money cannot buy and death cannot take away. We create and maintain a fully interactive wealth plan for each client that is always up to date and effectively serves as a platform from which good decisions can be made as changes occur.

Patch: How does the wealth management firm distinguish itself from area competition?

Mick Edwards: Our focus on true wealth is born from the pursuit of financial well-being. The pursuit of true wealth begins with identifying and prioritizing financial outcomes for our clients and building a plan to pursue those desired outcomes that can adapt to change.

Patch: Tell us about the firm’s partnership with Carson Institutional Alliance and its significance to the firm’s business model.

Mick Edwards: Our partnership with the Carson Institutional Alliance is indeed unique and central to our value proposition. In 2013, we were invited to join Carson Institutional Alliance as one of a group of select independent wealth management firms strategically located around the country. They share our core values of trust, transparency and accountability and focus on delivering a superior client experience.

As a Partner of Carson Institutional Alliance, our clients enjoy access to proprietary investment strategies designed for tax efficiency, risk management and growth of capital. In addition, our team has expanded beyond our local professionals, and we have added depth through our Investment Committee, research department and Wealth Enhancement Group.

Patch: What resources does the firm offer to the community?

Mick Edwards: Strategic Wealth Partners provides world-class investment research and portfolio management strategies to our clients, as well as financial planning services, enabling us to help clients understand how they can chart a path to their most valued financial outcomes. We have the ability to consolidate the reporting for all financial accounts via a secure, Cloud-based system. Our firm is structured so that we have the ability to offer our most important resource — time — for the benefit of our clients.

Patch: Last question! How can our readers learn more about Strategic Wealth Partners, LLC?

Mick Edwards: Visit us at www.strategicwealthpartners.com or call (215) 348-1099 and schedule a complimentary consultation with an advisor to learn how we can help you in your pursuit of financial well-being.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Photo Credit: Mick Edwards

This Patch article is sponsored by Strategic Wealth Partners.