Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jun 2026 · 1 SOURCES

Strategic Wealth Partners

Multi family office in Waterford, United States, founded 2008; focus on real estate.

Identity

HEADQUARTERS: Waterford, United States
FOUNDED: 2008

Investment approach

SECTORS: Real Estate & PropTech

Overview

Headquartered in Waterford, United States, the firm is listed as a multi family office founded in 2008. Sectors on record are real estate. 2 people are named on its team.

People

David J. Copeland
Co-founder and Principal · source
Neal H. Price
Co-founder and Principal · source

Frequently asked questions

Strategic Wealth Partners is a multi family office based in Waterford, the United States, founded in 2008.

Strategic Wealth Partners does not publicly state whether it puts its own money into companies or invests through funds.

Strategic Wealth Partners invests in Real Estate & PropTech.

Key people at Strategic Wealth Partners include David J. Copeland (Co-founder and Principal) and Neal H. Price (Co-founder and Principal).