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 15th Anniversary Reception

We had a great time celebrating our 15th anniversary with clients, partners, family and friends! From day one, the goal has always been to provide good, unbiased advice to clients.

Thank you for joining us on this journey. We wouldn’t have reached this milestone without you!


					

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.

Financial Planning
The Power of Consolidating Your Investment Accounts
The modern financial landscape is complex and constantly evolving.  However, managing complexity and delivering simplicity can come from consolidating these elements under the stewardship of a knowledgeable professional. A professional...
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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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