We manage complexity, and deliver simplicity.
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.
SWP Begins Partnering With Clients
Reached $1 Billion AUM/AUA*
Joined Focus Financial Partners
Expanded to Milwaukee
Managed $3.7 Billion AUM/AUA*
The fiduciary duty is at the core of SWP — the legal and ethical obligation to put your interests ahead of our own at all times. Our fee structure also aligns with your best interests. As a fee-only firm, 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 that we …
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.