Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Ben Bremen, CPA, CFP® has joined the firm as a Wealth Advisor.
“At Strategic Wealth Partners, we continue to look for experienced advisors who can help manage complexity and deliver simplicity for our clients,” says Neal Price, Principal and Co-Founder of Strategic Wealth Partners. “Ben has more than a decade of experience helping clients manage the financial milestones that are part of a life well-lived, and his commitment to his clients’ wealth management needs makes him the ideal fit for our team.”
Bremen joins Strategic Wealth Partners from RMB Capital in Minneapolis-St. Paul, where he served as Vice President & Wealth Advisor for over 11 years. Before joining RMB Capital, Bremen worked at CME Group as a Clearing House Auditor. Bremen also holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Certified Public Accountant.
At Strategic Wealth Partners, Bremen will focus on serving the needs of retirees, professionals, and corporate executives. His extensive wealth management experience and passion for building and maintaining strong client relationships will be pivotal to his success in his new role.
Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm with $3.7 Billion AUM/AUA as of December 31, 2021. Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. SWP was created to provide more personalized solutions to clients in an environment that put their interests first. The work on behalf of clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. Learn more at http://www.stratwealth.com.
Contact:
Strategic Wealth Partners Group, LLC
Gabrielle Wagor, (414) 359-1001
gwagor@stratwealth.com
