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.

Sign in
Sign in

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

Financial Planning
How Much is Enough? Building Confidence in Retirement
How much do I need to retire? I’ve been asked this question more times than I can count by people across all levels of wealth and experience. From business owners contemplating an exit strategy to corporate professionals grinding through another year to 20-somethings just entering the workforce. It’s a simple enough question that everyone asks at some point in their career.
Read More