Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.
Strategic Wealth Partners Grows Its Wealth Management Team
August 13, 2019
Additions Expand Reach in Wisconsin and Illinois
DEERFIELD, Ill.–(BUSINESS WIRE)–Strategic Wealth Partners Group, LLC, an independent wealth management firm based in both the Chicago and Milwaukee areas, today announced the addition of Kirk Hackbarth, CFP®, CPA/PFS, Andrew Cohn, AIF® and Joseph Thompson to its wealth management team.
Hackbarth and Thompson join William Perry and Kathleen Dougherty-Klein in the Milwaukee office of Strategic Wealth Partners. Hackbarth serves as a Wealth Advisor and has over 25 years of experience in the financial services industry. He currently resides in Burlington, WI and stays active in his community by volunteering for Habitat for Humanity and coaching youth sports. Thompson joins the Milwaukee team as a Wealth Associate and has been in the industry since 2014. The addition of Hackbarth and Thompson is part of the firm’s strategic plan to further increase its capacity as a premier provider of wealth management services throughout Wisconsin.
Cohn joins the firm’s Deerfield office and serves as a Retirement Plan Advisor. He specializes in helping retirement plan sponsors navigate the often complex nature of administering their plans. He lives in Chicago’s northern suburbs and has three children.
“We are thrilled to have Kirk and Joe join our Wisconsin team. We are deeply committed to expanding our presence throughout the state and this is a continuation of that commitment,” said Strategic Wealth Partners’ co-founder David Copeland. Copeland continued, “Andrew’s vast experience working with retirement plan sponsors helps solidify our dedication to expanding our 401(k) services.”
Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm with $2.3 billion in Assets Under Advisement as of 12/31/2018. SWP provides wealth strategies and independent, objective advice to ultra-high-net-worth and high-net-worth individuals and institutions. Founded in 2008 by Principals David Copeland and Neal Price, the firm offers an integrated wealth management platform by creating a comprehensive strategy including investments, insurance, estate planning, and tax counseling. Learn more at http://www.stratwealth.com/legal.
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