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About Us

We manage complexity, and deliver simplicity.

History

Our Story is a Work in Progress

Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first. Our work on behalf of our clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals.

  • 2008

    SWP Begins Partnering With Clients

  • 2013

    Reached $1 Billion AUM/AUA*

  • 2014

    Joined Focus Financial Partners

  • 2018

    Expanded to Milwaukee

  • 2024

    SWP joined Kovitz

Managing Complexity, Delivering Simplicity

Our objective is to provide those we serve with successful wealth strategies, independent advice, and the personalized service they deserve. Our goal is to manage the complexity that comes with wealth and deliver simplicity to the lives of our clients.

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Our Standard

What does the fiduciary standard mean for you?

The fiduciary duty is at the core of SWP — the legal and ethical obligation to put your interests ahead of our own. Our fee structure also aligns with your best interests. We are paid directly by our clients and don’t receive commissions or other financial incentives for our work.

As a fiduciary, we offer you confidence in knowing...

  • The advice you receive is objective

  • Your financial advice is separate from the custody of assets, so we can better focus on your needs

  • We provide fee transparency, so you know exactly how much you pay for our services

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Our Vision

Where do we hope to go?

  • We partner

    with clients to fulfill their goals and aspirations.

  • We are

    a firm that clients and employees are proud to work with.

  • We seek

    innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.

  • Our goal

    is to manage the complexity that wealth can bring and deliver simplicity to the lives of our clients.

Awards

Recognized for Excellence

2023

Forbes | SHOOK

America's Top RIA Firms

Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Strategic Wealth Partners achieved this award while they were Strategic Wealth Partners, LLC, prior to the acquisition with Kovitz. The basis of the award did not change due to the acquisition by Kovitz and is still material to Strategic Wealth Partners.

Giving Back

Social responsibility is central to our work.

As a firm, we are continually considering what “corporate responsibility” means, and we support local organizations that are making a difference.

We encourage our team members to contribute their time and energy to causes they are personally passionate about. To support this work, we provide a matching gift program and give our employees time each year to volunteer at community organizations.

Causes we support

Have questions? Learn more about us in our FAQ:

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The focus partnership

In 2014, we joined Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the partnership to achieve their business objectives.