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.

Michael Tuber Joins Strategic Wealth Partners

Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Michael Tuber has joined the firm as a Wealth Advisor.

“We founded Strategic Wealth Partners because we saw an opportunity to provide more personalized solutions and service to our clients,” says Neal Price, Principal and Co-Founder of Strategic Wealth Partners. “Mike shares our passion for managing complexity and delivering simplicity while always putting clients’ interests first, and his commitment to building strong, lasting client relationships makes him a fantastic addition to our team.”

Tuber joins Strategic Wealth Partners from JPMorgan Chase & Co., where he worked for over 12 years, most recently as Vice President – Private Client Advisor. As a Wealth Advisor at Strategic Wealth Partners, he will focus on serving the needs of corporate executives, business owners, and wealthy families, providing holistic financial guidance to help them reach their financial goals. His commitment to educating his clients and understanding the unique complexities of their financial lives will be essential to his success in the new role.

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.

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 $3.7 Billion AUM/AUA as of December 31, 2021. Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. SWP was created to provide more personalized solutions to clients in an environment that put their interests first. The work on behalf of clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. Learn more at http://www.stratwealth.com.

Contact:
Strategic Wealth Partners Group, LLC
Gabrielle Wagor, (414) 359-1001
gwagor@stratwealth.com

Categories

Disclosure Statement:
This article is intended for informational purposes only. The information published in this article is subject to change on a regular basis without notice. Information contained in this news release should not be relied upon as investment advice specific to the reader’s investment objectives. Read our Full Disclosure Statement.

Investments
Investing Is Not Gambling
I have many pet peeves. I don’t like it when pillows in our house are lying on the floor. It irritates me when people talk on speaker phone in public. It drives me crazy when people rush to stand up in the aisle of an airplane once it lands (I’m really not as angry as it might seem).
Read More
Financial Planning
What’s New in Medicare for 2025
Every year, we encourage our clients enrolled in a Medicare Part D stand-alone prescription plan to take a few minutes to verify that their existing plan remains the best option for them. For the 2025 plan year, there’s a little more urgency, as some big changes are occurring that have never been a factor before. Starting in 2025, Medicare is setting a $2,000 cap on out-of-pocket drug costs for those with Part D drug plans.  From brokers I have spoken with, this has caused a lot of turmoil in this market as some providers are changing what drugs will be covered under their formularies, co-pays, deductibles, and coverage of brand versus generic.  If you were happy with your Part D drug plan in 2024, it could be a different story in 2025.
Read More