Advisors
CLIENT SUPPORT
FOUNDER
Colleen Bowler founded the firm, earning the trust and referrals of her network. It’s no surprise to those who have had the honor of working with her that even in retirement she hasn’t slowed down, while she is no longer a financial advisor, and focusing on her many other projects, her ethics, dedication, and character remain part of our fabric.
Colleen Bowler
Founder
OUR COMMUNITY
We believe in the communities where we live and work and, in response to this belief, we collectively volunteer our time, contribute monetarily and lend our skills to improve the lives and circumstances of others. We support nationally known, as well as grassroots, 501(c)3 organizations, that provide meaningful and important work in the lives of others. As a result of the charitable inclination of our clients, we now make a donation in honor of them as they introduce us to their family, friends and colleagues. A client of Strategic Wealth Partners has a choice of four different amazing charities to benefit as they tell others about their experiences with our firm. Currently Serving: Ronald McDonald House Charities UT Southwestern Medical Center HopeKids Jonathan’s Place Boys and Girls Club of America