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.

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Kathy Klein Award Announcement

  • September 25, 2024

We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored for her work empowering clients and communities through financial planning and charitable giving.

“Everyone I meet – whether a client or a prospect – is like a gift,” said Kathy. “We get the reward of seeing their dreams and aspirations for themselves and their kids come to fruition. It’s pretty spectacular.”

The Herbert J. Mueller Society is the Foundation’s way of saying thank you to advisers who have championed the Foundation to their networks and charitably minded clients.  She was honored at the Greater Milwaukee Foundation’s Herbert J. Mueller Society luncheon last week.

Read Kathy’s full write-up and more information on the Greater Milwaukee Foundation here: https://www.greatermilwaukeefoundation.org/news/post/kathy-klein

Investments
Why Tax Efficiency Matters
When evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes. Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows:
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News
Kathy Klein Award Announcement
We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored...
Read More