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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Strategic Wealth Partners Expands Reach

  • January 03, 2018

DEERFIELD, ILLINOIS–(BUSINESS WIRE)–Strategic Wealth Partners Group, LLC, a Chicago area wealth management firm, today announced its expansion into Milwaukee, Wisconsin with the addition of the team from Park Place Capital Management, Inc., an independent asset management consulting business.

“Strategic Wealth Partners is a firm that has built an excellent reputation for integrity, objectivity, hands-on service and reliability,“ said William Perry, president and principal of Park Place Capital Management. “Our cultures are very similar. Bringing these two teams together is an excellent fit and will be a great benefit for clients.”

“We are very excited to welcome the Park Place Capital Management team into the Strategic Wealth Partners family,” said Neal Price, principal and co-founder of Strategic Wealth Partners. “As we continue to implement our growth strategy, we look forward to working with the Park Place team to deliver to clients the high level of service and expertise they have come to expect.”

In 2014, Strategic Wealth Partners joined Focus Financial Partners, LLC, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including to support growth initiatives and develop a strong succession plan.

ABOUT STRATEGIC WEALTH PARTNERS

Strategic Wealth Partners is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at www.stratwealth.com.

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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 Full Disclosure Statement

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