The firm continues to pursue its vision of managing complexity and delivering simplicity. Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in...

3.9
Billion dollars
in AUM/AUA*
40+
Dedicated team members
1
Unifying objective
Thank you to our clients, partners, family, and friends who have helped us reach this milestone! We wouldn’t be here without you!
There aren’t many situations we haven’t seen before, and we use this lived experience to help you navigate especially unique financial puzzles.
Your biggest asset is your human capital. We can help you maximize the value of this capital for you and your family.
Significant wealth comes with opportunities and challenges. We can help you manage both.
We can help you manage your financial life, so you can focus on your work, your family, and your passions.
Following the passing of a spouse or the end of a marriage, we can help you find solid footing and the path forward.
We understand and share your lived experience, allowing us to provide truly customized financial guidance.
Your compensation and wealth strategy are complex. We can manage the moving pieces and simplify your life.
We specialize in plan design, helping you feel more confident about the benefits we provide.
The firm continues to pursue its vision of managing complexity and delivering simplicity. Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in...
When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one.
Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.
At some point in your life, you may be faced with managing a large cash inflow. Selling a business, collecting a deferred compensation payout, and receiving an inheritance are a few of the most common reasons. Regardless of the source of this money, you will have to decide what to do with it.
It’s an age-old investing debate: should I invest the cash all at once, or stage into the market over time?