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Dave Abate
Wealth Advisor at Strategic Wealth Partners
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Work Experience
Wealth Advisor
Apr 2012 - Present · 12 years and 8 months
Scott Snow (financial advisors) LLC
Manager / Senior Financial Advisor
Feb 2006 - Feb 2012 · 6 years
Software Engineer
Jun 2000 - Aug 2005 · 5 years and 2 months
Company Details
Strategic Wealth Partners specializes in wealth management strategies for business professionals and entrepreneurs. We help you make smart financial decisions throughout every stage in life. Our team of financial experts is with you every step of the way—wherever you’re at in your career—from building your wealth and preparing for retirement to exiting your business. We work with you to grow and protect your assets, minimize tax consequences, and maximize gains from liquidity events.
Year Founded
2003
Social Media
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Industry
Investment Management
HQ Location
5005 Rockside Road Suite 1200 Independence, OH 44131, US
Keywords
Investment ManagementWealth ManagementFinancial PlanningExit PlanningTax PlanningBusiness ValuatioRetirement PlanningCorporate Retirement Plan ManagementInsurance Planning
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