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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…

The whole team at Strategic Wealth Partners wants to convey how appreciative we are of our partnership with you. We greatly value the opportunity to serve as your trusted partner. 

We look forward to continuing our relationship in 2023 and wish you and your family a very happy new year!

SWP Co-Founder and Principal David Copeland joined Steve Sanduski on his podcast “Between Now and Success” at the 2022 CAIS Alternative Investment Summit.  They discussed how David uses alternative investments in client portfolios.  Be sure to listen to the end where Steve asks David to share what superpower he would choose if given the chance! 

Strategic Wealth Partners is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by firm assets under management from December 31, 2021.

“We are so pleased to be included in this list of the largest investment advisors in the Milwaukee area. We first entered the Milwaukee market in 2018 because we saw tremendous potential to combine forces with some outstanding professionals,” says Principal and Co-Founder Neal Price. “Kathy Klein, Joe Thompson, and the entire Milwaukee team are best-in-class. We are excited to expand our presence and become the go-to firm for comprehensive wealth management services in the Milwaukee area.”

“Our success comes from a solid and loyal client base who believes in our personalized solutions. Our work on behalf of our clients is far-reaching, but it all comes down to our unique process that is client focused, manages complexity, delivers simplicity, and guides our clients to their goals,” states Wealth Advisor Kathy Klein.

Strategic Wealth Partners is an independently managed wealth management firm that has been partnering with clients since 2008 in Deerfield, IL, and since 2018 in Milwaukee, WI. For more information on services, please visit www.stratwealth.com.

SWP Principal David Copeland is excited to continue his affiliation with the CAIS Advisory Council. He enjoys helping them with their mission of broadening access and education to alternative investments for the advisor community. Read more

As we look back at this past year, it is apparent that 2021 offered many of the same challenges 2020 presented. The entire team at Strategic Wealth Partners wants to…

Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Michael Garrison, CFA®, CFP® will join the firm as Director of…

As we reflect on this unforgettable year, all of us at Strategic Wealth Partners want you to know how appreciative we are for our partnership. We wholeheartedly thank you for…

SWP Associate Wealth Advisor A.J. Price recently sat down with Brent Nelson and Rachel Sass on their Wealth And Law podcast to discuss how families, specifically parents and grandparents, can introduce younger generations to family…