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Independent wealth management

Managing complexity, delivering simplicity.

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  • 4.48

    Billion dollars
    in AUM/AUA*

  • 40+

    Dedicated team members

  • 1

    Unifying objective

Our Objective

To provide you with successful wealth strategies, independent advice, and the personalized service you deserve:

Retirees

There aren’t many situations we haven’t seen before, and we use this lived experience to help you navigate especially unique financial puzzles.

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Professionals

Your biggest asset is your human capital. We can help you maximize the value of this capital for you and your family.

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Multi-Generational Families

Significant wealth comes with opportunities and challenges. We can help you manage both.

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Business Owners

We can help you manage your financial life, so you can focus on your work, your family, and your passions.

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Surviving Spouses & Divorcees

Following the passing of a spouse or the end of a marriage, we can help you find solid footing and the path forward.

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LGBTQ+

We understand and share your lived experience, allowing us to provide truly customized financial guidance.

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Corporate Executives

Your compensation and wealth strategy are complex. We can manage the moving pieces and simplify your life.

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Retirement Plan Sponsors

We specialize in plan design, helping you feel more confident about the benefits we provide.

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A trusted advisor for life

What will the rest of your life look like? Without a doubt, many things will change. Your team at SWP will be a consistent guide, managing the financial milestones that are part of a life well-lived.

Meet your team

Let an advisor know how we can best meet your needs.

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Our Insights

We share insights covering the emotional, technical, and practical aspects of wealth management throughout the year.

Current Events
What We Have Been Reading – Market Commentary & Beyond for April 2024

Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets.  We enjoy reading about topics related to economics, investments, current events, and financial planning.

In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.

Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.

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News
Strategic Wealth Partners to Join Kovitz

NEW YORK – April 2, 2024 – Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm Strategic Wealth Partners Group, LLC (“SWP”), based in Deerfield, Illinois, will formally join Focus “hub” firm Kovitz Investment Group Partners, LLC (“Kovitz”).

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