Strategic Wealth Partners

Home
United States
Greenwood Village, CO
Strategic Wealth Partners

Call Directions Website Contact the business

We act as Financial Strategists -- educating and empowering YOU to make smarter, healthier financial decisions. PAS is a wholly owned subsidiary of Guardian.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WEALTH STRATEGIES is not an affiliate or subsidiary of PAS or Guardian. Karen Jessey: CA Insurance License Number - 0D30689. Neill Turner: CA Insurance License Number - 0H55255. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2023-5973/

10/26/2026

𝐌𝐨𝐬𝐭 𝐩𝐞𝐨𝐩𝐥𝐞 𝐝𝐨𝐧'𝐭 𝐰𝐚𝐤𝐞 𝐮𝐩 𝐨𝐧𝐞 𝐦𝐨𝐫𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐢𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐜𝐨𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐥𝐢𝐟𝐞.
It just happens over time.

A retirement account from an old employer. A life insurance policy purchased when the kids were young. Investments added here and there. Bank accounts that made sense at one point and never got revisited.

𝐍𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐨𝐬𝐞 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐚𝐫𝐞 𝐰𝐫𝐨𝐧𝐠. 𝐈𝐧 𝐟𝐚𝐜𝐭, 𝐦𝐨𝐬𝐭 𝐰𝐞𝐫𝐞 𝐩𝐫𝐨𝐛𝐚𝐛𝐥𝐲 𝐠𝐨𝐨𝐝 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐚𝐭 𝐭𝐡𝐞 𝐭𝐢𝐦𝐞.

Before long, you've accumulated plenty of pieces, but nobody has stepped back to see whether the whole thing is coordinated.

𝑻𝒉𝒂𝒕'𝒔 𝒐𝒇𝒕𝒆𝒏 𝒕𝒉𝒆 𝒓𝒆𝒂𝒍 𝒗𝒂𝒍𝒖𝒆 𝒐𝒇 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈. 𝑵𝒐𝒕 𝒄𝒓𝒆𝒂𝒕𝒊𝒏𝒈 𝒎𝒐𝒓𝒆 𝒎𝒐𝒗𝒊𝒏𝒈 𝒑𝒂𝒓𝒕𝒔, 𝒃𝒖𝒕 𝒎𝒂𝒌𝒊𝒏𝒈 𝒔𝒖𝒓𝒆 𝒕𝒉𝒆 𝒐𝒏𝒆𝒔 𝒚𝒐𝒖 𝒂𝒍𝒓𝒆𝒂𝒅𝒚 𝒉𝒂𝒗𝒆 𝒂𝒓𝒆 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒕𝒐𝒘𝒂𝒓𝒅 𝒕𝒉𝒆 𝒔𝒂𝒎𝒆 𝒈𝒐𝒂𝒍.

𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞. 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝.

10/21/2026

“𝐓𝐡𝐚𝐭 𝐮𝐬𝐞𝐝 𝐭𝐨 𝐜𝐨𝐬𝐭 𝐚 𝐥𝐨𝐭 𝐥𝐞𝐬𝐬.”
That’s purchasing power in everyday language. As prices increase, it takes more dollars to buy the same things. You’re not necessarily buying more or choosing something better. 𝒀𝒐𝒖𝒓 𝒎𝒐𝒏𝒆𝒚 𝒔𝒊𝒎𝒑𝒍𝒚 𝒃𝒖𝒚𝒔 𝒍𝒆𝒔𝒔.

The change can seem small from one year to the next. Our illustration shows how it compounds: at an assumed 3% annual inflation rate, $160 would have about $89 of today’s buying power in 20 years. Actual inflation will vary.

10/16/2026

𝐆𝐨𝐨𝐝 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐝𝐨𝐧'𝐭 𝐬𝐭𝐚𝐧𝐝 𝐬𝐭𝐢𝐥𝐥. 📈
Neill spent this week in Atlanta at the Park Avenue Wealth Management Conference 🏙️ Advisors from across the country met to dig into:

🔹 Holistic planning 🔹 Market trends 🔹 Technology 🔹 Client engagement

Some of the best ideas came from other advisors sharing what's actually working with their clients. Neill got to pressure-test our approach, pick up new strategies, and connect with industry experts.

𝑾𝒉𝒚 𝒅𝒐𝒆𝒔 𝒕𝒉𝒂𝒕 𝒎𝒂𝒕𝒕𝒆𝒓 𝒕𝒐 𝒚𝒐𝒖? 𝒀𝒐𝒖𝒓 𝒍𝒊𝒇𝒆 𝒌𝒆𝒆𝒑𝒔 𝒄𝒉𝒂𝒏𝒈𝒊𝒏𝒈, 𝒔𝒐 𝒚𝒐𝒖𝒓 𝒑𝒍𝒂𝒏 𝒉𝒂𝒔 𝒕𝒐 𝒌𝒆𝒆𝒑 𝒖𝒑.

That's two of our core values in action: ✅ Evolving: Curiosity drives us to keep learning ✅ Solution Centric: Open to new ways, with the right people and the right knowledge

𝐍𝐞𝐢𝐥𝐥 𝐢𝐬 𝐛𝐚𝐜𝐤 𝐰𝐢𝐭𝐡 𝐟𝐫𝐞𝐬𝐡 𝐢𝐝𝐞𝐚𝐬 𝐚𝐧𝐝 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐩𝐮𝐭 𝐭𝐡𝐞𝐦 𝐭𝐨 𝐰𝐨𝐫𝐤 𝐟𝐨𝐫 𝐲𝐨𝐮 💡 If it's been a while since you looked at your plan, let's talk.

𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞. 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝.

10/15/2026

𝐎𝐧𝐞 𝐩𝐥𝐚𝐜𝐞 𝐭𝐨 𝐩𝐮𝐥𝐥 𝐟𝐫𝐨𝐦. 𝐎𝐧𝐞 𝐦𝐨𝐯𝐞. 🔧
𝐑𝐄𝐀𝐃 𝐭𝐡𝐞 𝐁𝐋𝐎𝐆, 𝐅𝐢𝐯𝐞 𝐏𝐫𝐨𝐛𝐥𝐞𝐦𝐬, 𝐎𝐧𝐞 𝐓𝐨𝐨𝐥 ➡️https://www.mystrategicwealth.com/blog/five-problems-one-tool-most-people-have-written-off

Life insurance pays a death benefit. That’s what it’s built for. 🛡️

𝑭𝒐𝒓 𝒂 𝒍𝒐𝒕 𝒐𝒇 𝒑𝒆𝒐𝒑𝒍𝒆, 𝒕𝒉𝒂𝒕’𝒔 𝒘𝒉𝒆𝒓𝒆 𝒕𝒉𝒆 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒊𝒏𝒈 𝒔𝒕𝒐𝒑𝒔. Whoever sold you the policy probably did walk through the rest. But that was one conversation, years ago, and nobody retains all of it.

𝐁𝐮𝐭 𝐚 𝐰𝐡𝐨𝐥𝐞 𝐥𝐢𝐟𝐞 𝐩𝐨𝐥𝐢𝐜𝐲, 𝐩𝐫𝐨𝐩𝐞𝐫𝐥𝐲 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝, 𝐦𝐚𝐲 𝐚𝐥𝐬𝐨 𝐛𝐞 𝐝𝐨𝐢𝐧𝐠 𝐰𝐨𝐫𝐤 𝐰𝐡𝐢𝐥𝐞 𝐲𝐨𝐮’𝐫𝐞 𝐬𝐭𝐢𝐥𝐥 𝐡𝐞𝐫𝐞. 𝐋𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐢𝐬𝐧’𝐭 𝐜𝐨𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠. 𝐀 𝐬𝐨𝐮𝐫𝐜𝐞 𝐨𝐟 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐢𝐟 𝐚 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐧𝐞𝐞𝐝𝐬 𝐢𝐭 𝐚𝐭 𝐭𝐡𝐞 𝐰𝐨𝐫𝐬𝐭 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐭𝐢𝐦𝐞. 𝐈𝐭 𝐦𝐚𝐲 𝐞𝐯𝐞𝐧 𝐡𝐞𝐥𝐩 𝐜𝐚𝐫𝐫𝐲 𝐭𝐡𝐢𝐧𝐠𝐬 𝐰𝐡𝐞𝐧 𝐚 𝐡𝐞𝐚𝐥𝐭𝐡 𝐞𝐯𝐞𝐧𝐭 𝐤𝐧𝐨𝐜𝐤𝐬 𝐭𝐡𝐞 𝐩𝐥𝐚𝐧 𝐬𝐢𝐝𝐞𝐰𝐚𝐲𝐬.

A policy is a contract. You hold up your end with the premiums, and the company has obligations in return.

That contract can provide options, and options are what get a family through a hard year without unwinding a good decision.

If you own a policy and you’re not sure which jobs it’s filling or what living benefits it includes, that’s worth asking about. You should know what you own and what it can do for you.

𝐓𝐡𝐚𝐭’𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐝𝐨. 𝐀𝐧𝐚𝐥𝐲𝐳𝐞 𝐰𝐡𝐚𝐭 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞, 𝐞𝐝𝐮𝐜𝐚𝐭𝐞 𝐲𝐨𝐮 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐨𝐩𝐭𝐢𝐨𝐧𝐬, 𝐚𝐧𝐝 𝐞𝐦𝐩𝐨𝐰𝐞𝐫 𝐘𝐎𝐔 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐬𝐦𝐚𝐫𝐭𝐞𝐫, 𝐡𝐞𝐚𝐥𝐭𝐡𝐢𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬.

𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞. 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝.
Let’s chat 👉 [email protected]

10/14/2026

𝐍𝐨𝐭 𝐞𝐯𝐞𝐫𝐲 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐞𝐱𝐩𝐞𝐧𝐬𝐞 𝐦𝐚𝐤𝐞𝐬 𝐭𝐡𝐞 𝐛𝐮𝐜𝐤𝐞𝐭 𝐥𝐢𝐬𝐭.

Insurance, gas, eating out, memberships, a new pair of shoes, and, yes, groceries. These are the normal expenses that are easy to underestimate when imagining retirement.

They add up. 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒇𝒐𝒓 𝒓𝒆𝒕𝒊𝒓𝒆𝒎𝒆𝒏𝒕 𝒊𝒏𝒄𝒐𝒎𝒆 𝒎𝒆𝒂𝒏𝒔 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒇𝒐𝒓 𝒐𝒓𝒅𝒊𝒏𝒂𝒓𝒚 𝒍𝒊𝒇𝒆, 𝒕𝒐𝒐.

10/13/2026

𝐂𝐨𝐥𝐥𝐞𝐠𝐞-𝐛𝐨𝐮𝐧𝐝 𝐤𝐢𝐝? 𝐌𝐞𝐞𝐭 𝐬𝐨𝐦𝐞𝐨𝐧𝐞 𝐰𝐞’𝐝 𝐥𝐢𝐤𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐤𝐧𝐨𝐰.
We’re sharing this article for your next campus visit. Read it before you go: https://collegeinsidetrack.com/6-questions-you-need-to-ask-on-your-next-college-tour/

Our friend, 𝐇𝐞𝐢𝐝𝐢 𝐊𝐢𝐧𝐠 at 𝑪𝒐𝒍𝒍𝒆𝒈𝒆 𝑰𝒏𝒔𝒊𝒅𝒆 𝑻𝒓𝒂𝒄𝒌, helps families work through the applications, deadlines, paperwork, and choices that come with finding the right college fit.

𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐇𝐞𝐢𝐝𝐢 𝐢𝐟 𝐲𝐨𝐮𝐫 𝐟𝐚𝐦𝐢𝐥𝐲 𝐜𝐨𝐮𝐥𝐝 𝐮𝐬𝐞 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐫 𝐩𝐫𝐨𝐜𝐞𝐬𝐬.

𝘈𝘯𝘥 𝘥𝘰𝘯’𝘵 𝘧𝘰𝘳𝘨𝘦𝘵 𝘵𝘰 𝘵𝘦𝘭𝘭 𝘩𝘦𝘳 𝘚𝘞𝘗 𝘴𝘦𝘯𝘵 𝘺𝘰𝘶!

𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞.𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝.

10/12/2026

𝐓𝐡𝐞𝐲 𝐫𝐞𝐭𝐢𝐫𝐞𝐝 𝐰𝐢𝐭𝐡 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐭𝐡𝐞𝐲 𝐞𝐯𝐞𝐫 𝐞𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐭𝐨 𝐡𝐚𝐯𝐞.
𝑬𝒊𝒈𝒉𝒕𝒆𝒆𝒏 𝒎𝒐𝒏𝒕𝒉𝒔 𝒊𝒏, 𝒕𝒉𝒆𝒚 𝒔𝒕𝒊𝒍𝒍 𝒉𝒂𝒅𝒏'𝒕 𝒕𝒂𝒌𝒆𝒏 𝒕𝒉𝒆 𝒕𝒓𝒊𝒑 𝒕𝒐 𝑷𝒐𝒓𝒕𝒖𝒈𝒂𝒍.

The money was there. They just didn't know how much they could spend without coming up short later, so they spent almost none of it.

People spend decades getting good at saving. Nobody walks them through turning it into a paycheck:
➡️Which accounts to draw from first.
➡️How much of the essentials can be covered by income that shows up every month.
➡️When Social Security should start.

Once the essentials have a floor under them, the rest of the money can go back to its job. For this couple, that meant Portugal.

𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞. 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝.
Let's Chat.

10/09/2026

𝐀𝐬𝐤 𝐚𝐧𝐲 𝐲𝐨𝐮𝐧𝐠𝐞𝐫 𝐚𝐝𝐮𝐥𝐭𝐬 𝐢𝐟 𝐭𝐡𝐞𝐲 𝐞𝐱𝐩𝐞𝐜𝐭 𝐭𝐨 𝐫𝐞𝐭𝐢𝐫𝐞 𝐬𝐨𝐦𝐞𝐝𝐚𝐲, 𝐚𝐧𝐝 𝐰𝐚𝐭𝐜𝐡 𝐡𝐨𝐰 𝐦𝐚𝐧𝐲 𝐡𝐞𝐬𝐢𝐭𝐚𝐭𝐞.

Retirement is a goal too far away for a lot of them to even picture. 𝑺𝒐 𝒕𝒉𝒆𝒚'𝒓𝒆 𝒓𝒆𝒘𝒓𝒊𝒕𝒊𝒏𝒈 𝒘𝒉𝒂𝒕 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒔𝒖𝒄𝒄𝒆𝒔𝒔 𝒎𝒆𝒂𝒏𝒔, and it looks like trips, time with friends, a job that lets them breathe, and enjoying life while they're in it.

I'm not here to argue with grown-ups, whether they're 28, 58, or 78. What I am here to do is show you what the decisions you make now can do to the choices you have later.

You want to take a major trip now because your dad died at 52? I'm not going to stop you. But I do want you to have a plan for if you live to 53 and beyond.

𝐖𝐡𝐚𝐭𝐞𝐯𝐞𝐫 𝐲𝐨𝐮 𝐜𝐡𝐨𝐨𝐬𝐞, 𝐲𝐨𝐮 𝐜𝐡𝐨𝐨𝐬𝐞. 𝐂𝐡𝐨𝐨𝐬𝐞 𝐢𝐭 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐞𝐲𝐞𝐬 𝐰𝐢𝐝𝐞 𝐨𝐩𝐞𝐧. 𝐂𝐡𝐨𝐨𝐬𝐞 𝐢𝐭 𝐜𝐨𝐧𝐬𝐜𝐢𝐨𝐮𝐬𝐥𝐲. Don't just go out to dinner every night and drink the best w**e because life is short, without knowing the cost may be working longer.

𝐓𝐡𝐚𝐭'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐝𝐨: show you what each choice means and what it potentially creates down the road.

No one has a crystal ball 🔮. 𝑩𝒖𝒕 𝒚𝒐𝒖 𝒔𝒉𝒐𝒖𝒍𝒅 𝒉𝒂𝒗𝒆 𝒂 𝒑𝒍𝒂𝒏.

𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞. 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝.

10/08/2026

𝐇𝐢𝐤𝐞 #4 𝐢𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐛𝐨𝐨𝐤𝐬. 🍂
The 𝐖𝐢𝐥𝐝 𝐅𝐢𝐧𝐢𝐬𝐡 lived up to its name — Meadowlark Plymouth Creek Trail through Deer Creek Canyon Park on a perfect October morning, with Neill and Karen leading the way.

Canyon walls, golden foliage, and views of Denver stretching out behind us on the climb. Four hikes. Four trails. One incredible year on the Colorado foothills.

Thank you to everyone who joined us for any of the 𝑺𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒄 𝑻𝒓𝒂𝒊𝒍𝒔 series this year. This is what 𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞. 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝. looks like on a Friday morning.

𝑺𝒆𝒆 𝒚𝒐𝒖 𝒐𝒏 𝒕𝒉𝒆 𝒕𝒓𝒂𝒊𝒍 𝒊𝒏 2027. 👣

10/07/2026

𝐓𝐡𝐞 𝐨𝐟𝐟𝐞𝐫 𝐜𝐚𝐦𝐞 𝐢𝐧 𝐨𝐧 𝐚 𝐓𝐮𝐞𝐬𝐝𝐚𝐲.
A competitor wanted to buy his company. Serious buyer, good number, and they wanted an answer within sixty days.

He'd spent twenty-two years building that business. In all that time, he had never sat down and asked what it was actually worth, what he wanted from it, or what his life would look like the morning after he signed.

𝑺𝒊𝒙𝒕𝒚 𝒅𝒂𝒚𝒔 𝒊𝒔 𝒂 𝒔𝒉𝒐𝒓𝒕 𝒘𝒊𝒏𝒅𝒐𝒘 𝒇𝒐𝒓 𝒒𝒖𝒆𝒔𝒕𝒊𝒐𝒏𝒔 𝒕𝒉𝒂𝒕 𝒃𝒊𝒈.

Most owners figure the exit is something to plan once things slow down. Then a buyer calls. A partner wants out. 𝑳𝒊𝒇𝒆 𝒄𝒉𝒂𝒏𝒈𝒆𝒔 𝒕𝒉𝒆 𝒕𝒊𝒎𝒆𝒍𝒊𝒏𝒆. 𝑾𝒆'𝒗𝒆 𝒔𝒆𝒆𝒏 𝒆𝒙𝒊𝒕𝒔 𝒉𝒂𝒑𝒑𝒆𝒏 𝒐𝒗𝒆𝒓𝒏𝒊𝒈𝒉𝒕.

The owners who come through those moments well usually knew their answers before anyone asked:
🔶What is the business really worth, and to whom?
🔶What do you need from a sale to fund the life you want after it?
🔶How do taxes, your family, and your team fit into the way you leave?

You can start designing your exit years before you're ready to sell. That's how you get to leave on your terms.

𝐘𝐨𝐮𝐫 𝐋𝐢𝐟𝐞. 𝐃𝐞𝐬𝐢𝐠𝐧𝐞𝐝.
Let's Chat.

Address

6455 S Yosemite Street, Ste 425
Greenwood Village, CO
80111

Telephone

+13037416181

Website

http://www.mystrategicwealth.com/

Alerts

Be the first to know and let us send you an email when Strategic Wealth Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Strategic Wealth Partners: