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clear strategies to protect & Grow Your net Worth:
Exceptional Wealth
The High Net Worth Financial Guide
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If your net worth is above $2,000,000 you owe it to yourself to read this book. 

Most people spend their lives building their wealth. However, they rarely take the time to consider what it truly takes to preserve and grow their net worth once successful.

This book is a MUST READ for anyone that has built or accumulated more than $2,000,000. If you've outgrown generic financial advice and want strategies tailored to individuals with excess of $2,000,000 this book is for you

Even if you are currently working with an advisor this book will greatly benefit you. The strategies and tactics presented can allow you to get better service or lower your existing fees if you're not getting the services mentioned. 

Get your FREE copy of Exceptional Wealth today!
THE ESSENTIAL GUIDE TO MANAGING A NET WORTH OF $2 - $10 MILLION
Do you want to know a dirty little secret about the financial services industry?

Very few advisors are trained to manage and grow a family net worth in excess of $2,000,000. 

Why's this? 

Because high net worth families require advanced strategies. 

These strategies often require specialists like Lawyers, Accountants and Business Valuation Specialists working in sync. 

This level of coordination is only trusted to advisors who have an established book of business and who operate as a specialist in their own right. 

Think about it, if these professionals are going to trust a financial advisor to call the shots, they don't want them learning with their client's money.  

Can you blame them? 

Even something as simple as transferring an investment account could cause a high net worth family to pay tens to hundreds of thousands of dollars in taxes if not done properly. 

Unfortunately most people learn after it's too late. 

It's only after they've been notified by the IRS that they owe more now because of IRC rule XYZ that was unknown to their advisor do they realize this was the most expensive mistake they ever made. 
Is What Got You Here Really Good Enough to Get You To The Next Level? 
The school of hard knocks was great for pulling yourself up and getting started, but if you're reading this you already know the value that comes when you invest in yourself, right? 

If you're like most high net worth individuals your time is sacred and you only trust a very select group of insiders.

Exceptional Wealth is the guide to help you make more powerful financial decisions

When you're done reading this book you'll know the value of your insiders and existing wealth plan. 

Even better, you'll have a strategy for who to hire to compound your Net Worth. 

Leave the generic financial advice to the people who need it.

Your future success depends on your ability to continue to make good decisions. 

This book will provide you with the information needed to do that and so much more. 
meet the man behind the book
Mark Tepper, CFP® 
Mark Tepper is President and CEO of Strategic Wealth Partners, a wealth management firm that specializes in working with entrepreneurs. Mark is a John Carroll University graduate with a Bachelor of Science in Business Administration in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years of industry experience. 

Mark is a frequent contributor on CNBC's Street Signs and Closing Bell, as well as Fox Business. Mark has also been featured in numerous publications, including The Wall Street Journal, Kiplinger's, and CNN Money. 

Mark is a noted author of both "Walk Away Wealthy - The Entrepreneur's Exit-Planning Playbook" and the upcoming January 2018 release "Exceptional Wealth: Clear Strategies to Protect and Grow Your Net Worth".
Here's why other's can't put down Exceptional Wealth:
What People Are Saying About This Incredible Book On...
Valuable tools to Protect Your Wealth!
Review By Kirk Alter
Exceptional Wealth does an exceptional job outlining the keys to successful wealth management. Read it.
A great read for anyone interested in growing their wealth!
Review By Paul Deimling
This book, "Exceptional Wealth", is a must read for anyone who is unsure of how they can properly prepare their finances for all their goals in life. From "Risk Adjusted Returns" to effective Tax Minimization Strategies, Mark Tepper lays out clear sound advice for the do-it-yourselfer, or sets the table for a discussion with a Certified Financial Planner like himself. This is a Master's class in personal financial planning!

"The book is an argument about the benefit of hiring a financial advisor, specifically hiring a firm that supplies a team of financial advisors, when you have high net worth (approx >$5 million) or if you have much less than that but in taxable accounts. Tepper cites a study that says a financial advisor can add 3% to your returns and breaks that down into how the advisor does that – using tax-saving strategies, helping you stay levelheaded, using lower cost funds, etc."

- Sue B

"Exceptional Wealth by Mark Tepper is a masterpiece that catches the heart of anyone who dreams of accumulating significant wealth. Mark cashes in on his readers memory bank, by using humor and candor on life touching stories, to illustrate complex wealth management issues and topics. This is a must read for any "want to be", who is not afraid to follow-up on important details, when laying a solid foundation for living a truly productive and abundant life."

- Maureen S. 

"Well-organized publication that goes well beyond the basics of investing, emphasizing the value and importance of strategic planning, portfolio diversification and good, sound professional advice as a management tool. A good, easy read!"

- Pete

"Good book that opens your eyes to all the possible alternatives. Execution of things mentioned in this book still require talking to a financial planner but it stimulates your thinking about what to avoid and when to seek help."

- Sid
What's inside the book 
Sample Pages 
Discover advanced wealth management principles to grow and protect your wealth. Easy to understand and backed by credible resources.  
Three strategies you can take and implement today: 
  • Learn how to grow the value of your net worth by using tax minimization strategies
  • Learn what alternative investments look like and how you can implement them into your portfolio
  • Learn why transferring assets using a "gifting strategy analysis" could protect your family for generations
Page 76. Learn what's a non-correlated asset class and why it may be right for your portfolio.
Page 122. The conventional market beta theory that's been flipped on it's head.
Page 194. On this page, you'll learn how to transfer a business using a family limited partnership.
Page 252. Confessions of a financial advisor - the questions you MUST ask first.
Don't risk showing up for the big game without a game plan. Get your free copy of Exceptional Wealth by clicking the button below!
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MARK TEPPER - Exceptional wealth - Copyright ©Strategic wealth partners 2018 - all rights reserved
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